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SMH Capital Advisors’s Apple AAPL Stock Holding History

SMH Capital Advisors’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
2024
Q4 		– Sell
-1,004
Closed -$234K – 46
2024
Q3 		$234K Buy
1,004
+13
+1% +$2.9K 0.72% 34
2024
Q2 		$209K Buy
+991
New +$185K 0.64% 37
2019
Q4 		– Sell
-6,840
Closed -$383K – 44
2019
Q3 		$383K Buy
6,840
+156
+2% +$8.16K 0.84% 14
2019
Q2 		$331K Buy
6,684
+4
+0.1% +$195 0.81% 18
2019
Q1 		$317K Buy
6,680
+188
+3% +$7.97K 0.61% 20
2018
Q4 		$256K Buy
+6,492
New +$315K 0.52% 17

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SMH Capital Advisors's AAPL Position: Q4 2024 in Review

SMH Capital Advisors sold out of Apple (AAPL) in Q4 2024, closing a stake of 1,004 shares — an estimated $234K sold.

SMH Capital Advisors first reported a position in AAPL in Q4 2018 and held it in 6 quarters. The position peaked at $383K in Q3 2019. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • SMH Capital Advisors reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
  • SMH Capital Advisors sold 1,004 Apple shares in Q4 2024, an estimated $234K.
  • SMH Capital Advisors first reported a position in Apple in Q4 2018 and held it in 6 quarters.
  • SMH Capital Advisors's Apple position peaked at $383K in Q3 2019.
  • 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on SMH Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.