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	$211M	Buy	906,300 +75,500	+9%	+$16.9M	3.36%	5
2024 Q2	$175M	Buy	830,800 +178,200	+27%	+$33.2M	3.51%	4
2024 Q1	$113M	Buy	+652,600	New	+$119M	2.82%	4
2023 Q4	–	Hold	0	–	–	–	3
2023 Q3	–	Hold	0	–	–	–	4
2023 Q2	–	Hold	0	–	–	–	4
2023 Q1	–	Hold	0	–	–	–	4
2022 Q4	–	Hold	0	–	–	–	4
2022 Q3	–	Hold	0	–	–	–	4
2022 Q2	–	Hold	0	–	–	–	4
2022 Q1	–	Hold	0	–	–	–	8
2021 Q4	–	Hold	0	–	–	–	12
2021 Q3	–	Hold	0	–	–	–	14
2021 Q2	–	Hold	0	–	–	–	13
2021 Q1	–	Hold	0	–	–	–	13
2020 Q4	–	Hold	0	–	–	–	8
2020 Q3	–	Hold	0	–	–	–	9
2020 Q2	–	Hold	0	–	–	–	9
2020 Q1	–	Hold	0	–	–	–	10
2019 Q4	–	Hold	0	–	–	–	3
2019 Q3	–	Hold	0	–	–	–	5
2019 Q2	–	Hold	0	–	–	–	5
2019 Q1	–	Hold	0	–	–	–	30
2018 Q4	–	Hold	0	–	–	–	21
2018 Q3	–	Hold	0	–	–	–	21
2017 Q3	–	Hold	0	–	-$23K	–	712
2017 Q2	–	Hold	0	–	–	–	405

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

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

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

Norges Bank Oslo, Norway $935B AUM

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. 5,088 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.
5,088 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.