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Soundmark Wealth Management’s Apple AAPL Stock Holding History

Soundmark 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 		– Sell
-11,359
Closed -$1.95M – 1
2024
Q1 		$1.95M Buy
11,359
+4
+0% +$727 0.86% 27
2023
Q4 		$2.19M Hold
11,355
– – 1.08% 27
2023
Q3 		$1.94M Sell
11,355
-1,148
-9% -$211K 1.08% 25
2023
Q2 		$2.43M Buy
12,503
+1,314
+12% +$229K 1.35% 22
2023
Q1 		$1.85M Buy
11,189
+6
+0.1% +$885 1.1% 25
2022
Q4 		$1.45M Sell
11,183
-78
-0.7% -$11.1K 0.94% 28
2022
Q3 		$1.56M Sell
11,261
-299
-3% -$46.9K 1.09% 25
2022
Q2 		$1.58M Buy
11,560
+1,191
+11% +$180K 1.13% 24
2022
Q1 		$1.81M Buy
10,369
+91
+0.9% +$15.3K 1.27% 23
2021
Q4 		$1.82M Sell
10,278
-5,066
-33% -$801K 1.25% 23
2021
Q3 		$2.17M Buy
15,344
+799
+5% +$118K 0.78% 23
2021
Q2 		$1.98M Buy
14,545
+1,098
+8% +$142K 0.82% 20
2021
Q1 		$1.64M Sell
13,447
-3,391
-20% -$435K 0.9% 20
2020
Q4 		$2.23M Buy
+16,838
New +$2.03M 1.43% 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

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

Soundmark Wealth Management sold out of Apple (AAPL) in Q2 2024, closing a stake of 11,359 shares — an estimated $1.95M sold.

Soundmark Wealth Management first reported a position in AAPL in Q4 2020 and held it in 14 quarters. The position peaked at $2.43M in Q2 2023. 5,117 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Apple position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 11,359 Apple shares in Q2 2024, an estimated $1.95M.
  • Soundmark Wealth Management first reported a position in Apple in Q4 2020 and held it in 14 quarters.
  • Soundmark Wealth Management's Apple position peaked at $2.43M in Q2 2023.
  • 5,117 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.