T
AAPL icon

TCWP’s Apple AAPL Stock Holding History

TCWP’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 		– Sell
-19,410
Closed -$4.09M – 1
2024
Q2 		$4.09M Buy
19,410
+42
+0.2% +$7.83K 10.03% 1
2024
Q1 		$3.32M Sell
19,368
-368
-2% -$66.9K 8.83% 1
2023
Q4 		$3.8M Sell
19,736
-31,804
-62% -$5.87M 10.74% 1
2023
Q3 		$8.82M Sell
51,540
-2,209
-4% -$405K 6.72% 1
2023
Q2 		$10.4M Sell
53,749
-8,672
-14% -$1.51M 2.23% 9
2023
Q1 		$10.3M Sell
62,421
-12,024
-16% -$1.77M 1.95% 9
2022
Q4 		$9.67M Buy
74,445
+1,086
+1% +$155K 1.96% 10
2022
Q3 		$10.1M Buy
73,359
+234
+0.3% +$36.7K 2.15% 7
2022
Q2 		$10M Buy
73,125
+3,878
+6% +$587K 2.13% 7
2022
Q1 		$12.1M Sell
69,247
-2,916
-4% -$490K 2.2% 6
2021
Q4 		$12.8M Buy
+72,163
New +$11.4M 2.54% 3

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

TCWP's AAPL Position: Q3 2024 in Review

TCWP sold out of Apple (AAPL) in Q3 2024, closing a stake of 19,410 shares — an estimated $4.09M sold.

TCWP first reported a position in AAPL in Q4 2021 and held it in 11 quarters. The position peaked at $12.8M in Q4 2021. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • TCWP reported no remaining Apple position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 19,410 Apple shares in Q3 2024, an estimated $4.09M.
  • TCWP first reported a position in Apple in Q4 2021 and held it in 11 quarters.
  • TCWP's Apple position peaked at $12.8M in Q4 2021.
  • 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.