Sweet Financial Partners’s Apple AAPL Stock Holding History

Sweet Financial Partners’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	$8.89M	Sell	38,146 -1,396	-4%	-$312K	1.92%	11
2024 Q2	$8.33M	Buy	39,542 +286	+0.7%	+$53.3K	1.9%	11
2024 Q1	$6.73M	Buy	39,256 +3,350	+9%	+$609K	1.55%	12
2023 Q4	$6.91M	Buy	35,906 +2,654	+8%	+$490K	1.64%	13
2023 Q3	$5.69M	Buy	33,252 +211	+0.6%	+$38.7K	1.51%	13
2023 Q2	$6.41M	Buy	33,041 +1,772	+6%	+$309K	1.67%	13
2023 Q1	$5.16M	Buy	31,269 +1,881	+6%	+$278K	1.43%	14
2022 Q4	$3.82M	Buy	29,388 +4,025	+16%	+$575K	1.12%	14
2022 Q3	$3.5M	Buy	25,363 +369	+1%	+$57.9K	1.12%	14
2022 Q2	$3.42M	Buy	24,994 +1,281	+5%	+$194K	1.07%	15
2022 Q1	$4.14M	Buy	23,713 +6,462	+37%	+$1.09M	1.11%	17
2021 Q4	$3.06M	Buy	+17,251	New	+$2.73M	1.27%	8

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sweet Financial Partners's AAPL Position: Q3 2024 in Review

Sweet Financial Partners reduced its Apple (AAPL) stake by 3.5% in Q3 2024, selling an estimated $312K and leaving 38,146 shares worth $8.89M. The position accounts for 1.92% of the portfolio, ranked #11.

Sweet Financial Partners first reported a position in AAPL in Q4 2021 and has held it in 12 quarters since. 5,096 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

Sweet Financial Partners held 38,146 shares of Apple worth $8.89M as of Q3 2024.
Sweet Financial Partners sold 1,396 Apple shares in Q3 2024, an estimated $312K.
Apple made up 1.92% of Sweet Financial Partners's portfolio in Q3 2024, its #11 holding.
Sweet Financial Partners first reported a position in Apple in Q4 2021 and has held it in 12 quarters since.
5,096 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.