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Terry Smith’s Apple AAPL Stock Holding History

Terry Smith’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 		– Sell
-1,558,589
Closed -$363M – 39
2024
Q3 		$363M Hold
1,558,589
– – 1.44% 19
2024
Q2 		$328M Sell
1,558,589
-38,955
-2% -$7.26M 1.34% 20
2024
Q1 		$274M Buy
1,597,544
+262,959
+20% +$47.8M 1.07% 20
2023
Q4 		$257M Buy
1,334,585
+1,299
+0.1% +$240K 1.08% 20
2023
Q3 		$228M Buy
1,333,286
+651
+0% +$119K 1.04% 20
2023
Q2 		$258M Sell
1,332,635
-9,344
-0.7% -$1.63M 1.08% 19
2023
Q1 		$221M Buy
1,341,979
+872,745
+186% +$129M 0.95% 20
2022
Q4 		$61M Buy
469,234
+12,749
+3% +$1.82M 0.28% 31
2022
Q3 		$63.1M Buy
+456,485
New +$71.6M 0.3% 32

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Terry Smith's AAPL Position: Q4 2024 in Review

Terry Smith sold out of Apple (AAPL) in Q4 2024, closing a stake of 1,558,589 shares — an estimated $363M sold.

Terry Smith first reported a position in AAPL in Q3 2022 and held it in 9 quarters. The position peaked at $363M in Q3 2024. 5,661 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Terry Smith reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
  • Terry Smith sold 1,558,589 Apple shares in Q4 2024, an estimated $363M.
  • Terry Smith first reported a position in Apple in Q3 2022 and held it in 9 quarters.
  • Terry Smith's Apple position peaked at $363M in Q3 2024.
  • 5,661 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Fundsmith LLP's 13F filing for Q4 2024, filed 14 Feb 2025.