SWM
AAPL icon

Solano Wealth Management’s Apple AAPL Stock Holding History

Solano Wealth 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
2024
Q2 		$991K Sell
4,707
-1,751
-27% -$327K 0.54% 18
2024
Q1 		$1.11M Sell
6,458
-262
-4% -$47.6K 0.62% 17
2023
Q4 		$1.29M Buy
6,720
+1,144
+21% +$211K 0.78% 17
2023
Q3 		$955K Buy
5,576
+3,038
+120% +$557K 0.66% 17
2023
Q2 		$492K Hold
2,538
– – 0.33% 17
2023
Q1 		$419K Buy
+2,538
New +$374K 0.31% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Solano Wealth Management's AAPL Position: Q2 2024 in Review

Solano Wealth Management reduced its Apple (AAPL) stake by 27% in Q2 2024, selling an estimated $327K and leaving 4,707 shares worth $991K. The position accounts for 0.54% of the portfolio, ranked #18.

Solano Wealth Management first reported a position in AAPL in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2023. 5,117 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

  • Solano Wealth Management held 4,707 shares of Apple worth $991K as of Q2 2024.
  • Solano Wealth Management sold 1,751 Apple shares in Q2 2024, an estimated $327K.
  • Apple made up 0.54% of Solano Wealth Management's portfolio in Q2 2024, its #18 holding.
  • Solano Wealth Management first reported a position in Apple in Q1 2023 and has held it in 6 quarters since.
  • Solano Wealth Management's Apple position peaked at $1.29M in Q4 2023.
  • 5,117 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on Solano Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.