Stevard LLC’s Apple AAPL Stock Holding History

Stevard LLC’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	$2.13M	Hold	8,518	–	–	7.96%	5
2024 Q3	$1.98M	Sell	8,518 -4,304	-34%	-$961K	8.08%	4
2024 Q2	$2.7M	Buy	12,822 +1,772	+16%	+$330K	2.33%	9
2024 Q1	$1.89M	Hold	11,050	–	–	1.71%	12
2023 Q4	$2.13M	Hold	11,050	–	–	2.1%	10
2023 Q3	$1.89M	Buy	11,050 +27	+0.2%	+$4.95K	1.91%	11
2023 Q2	$2.14M	Hold	11,023	–	–	2.03%	9
2023 Q1	$1.82M	Hold	11,023	–	–	1.71%	10
2022 Q4	$1.43M	Hold	11,023	–	–	1.22%	11
2022 Q3	$1.52M	Buy	+11,023	New	+$1.73M	1.43%	10
2022 Q1	$1.93M	Sell	11,023 -1,782	-14%	-$300K	1.48%	12
2021 Q4	$2.27M	Buy	12,805 +1,782	+16%	+$282K	1.61%	10
2021 Q3	$1.56M	Buy	11,023 +422	+4%	+$62.1K	1.23%	18
2021 Q2	$1.45M	Hold	10,601	–	–	1.12%	19
2021 Q1	$1.29M	Sell	10,601 -11,932	-53%	-$1.53M	1.06%	18
2020 Q4	$2.99M	Sell	22,533 -20,080	-47%	-$2.42M	1.01%	18
2020 Q3	$4.93M	Sell	42,613 -683	-2%	-$74.5K	2.06%	8
2020 Q2	$3.95M	Buy	43,296 +25,764	+147%	+$2M	2.02%	9
2020 Q1	$1.11M	Hold	17,532	–	–	0.72%	20
2019 Q4	$1.29M	Buy	+17,532	New	+$1.13M	0.81%	18

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stevard LLC's AAPL Position: Q4 2024 in Review

Stevard LLC held its Apple (AAPL) position steady in Q4 2024 at 8,518 shares worth $2.13M. The position accounts for 7.96% of the portfolio, ranked #5.

Stevard LLC first reported a position in AAPL in Q4 2019 and has held it in 20 quarters since. The position peaked at $4.93M in Q3 2020. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Stevard LLC held 8,518 shares of Apple worth $2.13M as of Q4 2024.
Stevard LLC left its Apple share count unchanged in Q4 2024.
Apple made up 7.96% of Stevard LLC's portfolio in Q4 2024, its #5 holding.
Stevard LLC first reported a position in Apple in Q4 2019 and has held it in 20 quarters since.
Stevard LLC's Apple position peaked at $4.93M in Q3 2020.
5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Stevard LLC's 13F filing for Q4 2024, filed 13 Feb 2025.