Simplify Asset Management’s Apple AAPL Stock Holding History

Simplify Asset Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-86,900	Closed	-$12M	–	79
2022 Q3	$12M	Buy	86,900 +32,000	+58%	+$5.02M	1.28%	12
2022 Q2	$7.51M	Buy	+54,900	New	+$8.31M	0.29%	14

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplify Asset Management's AAPL Position: Q4 2024 in Review

Simplify Asset Management sold out of Apple (AAPL) in Q4 2024, closing a stake of 997 shares — an estimated $232K sold.

Simplify Asset Management first reported a position in AAPL in Q3 2021 and held it in 9 quarters. The position peaked at $1.06M in Q1 2022. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Simplify Asset Management reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
Simplify Asset Management sold 997 Apple shares in Q4 2024, an estimated $232K.
Simplify Asset Management first reported a position in Apple in Q3 2021 and held it in 9 quarters.
Simplify Asset Management's Apple position peaked at $1.06M in Q1 2022.
5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Simplify Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.