SPIS
AAPL icon

Steward Partners Investment Solutions’s Apple AAPL Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$48.2M Buy
280,988
+211,519
+304% +$38.5M 8.11% 2
2023
Q4 		$13.4M Buy
+69,469
New +$12.8M 5.58% 4

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Steward Partners Investment Solutions's AAPL Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Apple (AAPL) stake by 304% in Q1 2024, buying an estimated $38.5M and bringing the position to 280,988 shares worth $48.2M. The position accounts for 8.11% of the portfolio, ranked #2.

Steward Partners Investment Solutions first reported a position in AAPL in Q4 2023 and has held it in 2 quarters since. 5,012 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • Steward Partners Investment Solutions held 280,988 shares of Apple worth $48.2M as of Q1 2024.
  • Steward Partners Investment Solutions bought 211,519 Apple shares in Q1 2024, an estimated $38.5M.
  • Apple made up 8.11% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #2 holding.
  • Steward Partners Investment Solutions first reported a position in Apple in Q4 2023 and has held it in 2 quarters since.
  • 5,012 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.