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Sugarloaf Wealth Management’s Apple AAPL Stock Holding History

Sugarloaf 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
Q4 		$13.9M Buy
55,594
+117
+0.2% +$27.6K 2.63% 10
2024
Q3 		$12.9M Buy
55,477
+262
+0.5% +$58.5K 2.44% 10
2024
Q2 		$11.6M Buy
55,215
+145
+0.3% +$27K 2.36% 10
2024
Q1 		$9.44M Buy
55,070
+131
+0.2% +$23.8K 1.96% 10
2023
Q4 		$10.6M Sell
54,939
-959
-2% -$177K 2.55% 10
2023
Q3 		$9.57M Sell
55,898
-4,297
-7% -$788K 2.42% 10
2023
Q2 		$11.7M Sell
60,195
-255
-0.4% -$44.4K 2.73% 9
2023
Q1 		$9.97M Sell
60,450
-344
-0.6% -$50.8K 2.45% 9
2022
Q4 		$7.9M Sell
60,794
-2,787
-4% -$398K 1.98% 10
2022
Q3 		$8.79M Sell
63,581
-127
-0.2% -$19.9K 2.25% 10
2022
Q2 		$8.71M Buy
63,708
+659
+1% +$99.8K 2.18% 10
2022
Q1 		$11M Buy
63,049
+581
+0.9% +$97.7K 2.61% 9
2021
Q4 		$11.1M Sell
62,468
-770
-1% -$122K 2.63% 8
2021
Q3 		$8.95M Sell
63,238
-1,881
-3% -$277K 2.35% 9
2021
Q2 		$8.92M Buy
65,119
+65,063
+116,184% +$8.43M 2.43% 8
2021
Q1 		$8.07K Sell
56
-56,226
-100% -$7.22M 2.41% 9
2020
Q4 		$7.47M Sell
56,282
-1,710
-3% -$206K 2.5% 10
2020
Q3 		$6.62M Sell
57,992
-16,180
-22% -$1.77M 2.41% 9
2020
Q2 		$6.76M Buy
74,172
+136
+0.2% +$10.5K 2.6% 10
2020
Q1 		$4.71M Buy
74,036
+3,380
+5% +$249K 2.11% 11
2019
Q4 		$5.19M Buy
+70,656
New +$4.55M 2.2% 12

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
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

Sugarloaf Wealth Management's AAPL Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Apple (AAPL) stake by 0.21% in Q4 2024, buying an estimated $27.6K and bringing the position to 55,594 shares worth $13.9M. The position accounts for 2.63% of the portfolio, ranked #10.

Sugarloaf Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 21 quarters since. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Sugarloaf Wealth Management held 55,594 shares of Apple worth $13.9M as of Q4 2024.
  • Sugarloaf Wealth Management bought 117 Apple shares in Q4 2024, an estimated $27.6K.
  • Apple made up 2.63% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #10 holding.
  • Sugarloaf Wealth Management first reported a position in Apple in Q4 2019 and has held it in 21 quarters since.
  • 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.