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SpiderRock Advisors’s Apple AAPL Stock Holding History

SpiderRock 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
Q3 		$903M Buy
3,876,964
+82,246
+2% +$18.4M 14.37% 1
2024
Q2 		$799M Buy
3,794,718
+666,352
+21% +$124M 16.05% 1
2024
Q1 		$543M Buy
+3,128,366
New +$569M 13.53% 1
2017
Q3 		– Hold
0
– – – 18
2017
Q2 		– Hold
0
– – – 82
2017
Q1 		– Hold
0
– – – 313

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

SpiderRock Advisors's AAPL Position: Q3 2024 in Review

SpiderRock Advisors increased its Apple (AAPL) stake by 2.2% in Q3 2024, buying an estimated $18.4M and bringing the position to 3,876,964 shares worth $903M. The position accounts for 14.37% of the portfolio, ranked #1.

SpiderRock Advisors first reported a position in AAPL in Q1 2024 and has held it in 3 quarters since. 5,089 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • SpiderRock Advisors held 3,876,964 shares of Apple worth $903M as of Q3 2024.
  • SpiderRock Advisors bought 82,246 Apple shares in Q3 2024, an estimated $18.4M.
  • Apple made up 14.37% of SpiderRock Advisors's portfolio in Q3 2024, its #1 holding.
  • SpiderRock Advisors first reported a position in Apple in Q1 2024 and has held it in 3 quarters since.
  • 5,089 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.