TWM
AAPL icon

TMD Wealth Management’s Apple AAPL Stock Holding History

TMD 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
Q2 		$4.63M Sell
21,959
-2,195
-9% -$409K 1.01% 19
2024
Q1 		$4.14M Buy
24,154
+319
+1% +$58K 0.97% 21
2023
Q4 		$4.59M Hold
23,835
– – 1.2% 20
2023
Q3 		$4.08M Sell
23,835
-681
-3% -$125K 1.16% 15
2023
Q2 		$4.76M Buy
24,516
+264
+1% +$46K 1.24% 15
2023
Q1 		$4M Buy
24,252
+2,531
+12% +$373K 1.13% 17
2022
Q4 		$2.82M Buy
21,721
+132
+0.6% +$18.9K 1.26% 13
2022
Q3 		$2.98M Buy
21,589
+1,241
+6% +$195K 1.34% 13
2022
Q2 		$2.78M Sell
20,348
-612
-3% -$92.7K 1.17% 14
2022
Q1 		$3.66M Sell
20,960
-534
-2% -$89.8K 1.41% 16
2021
Q4 		$3.82M Buy
21,494
+77
+0.4% +$12.2K 1.42% 17
2021
Q3 		$3.03M Sell
21,417
-209
-1% -$30.8K 1.27% 16
2021
Q2 		$2.96M Buy
21,626
+245
+1% +$31.7K 1.29% 16
2021
Q1 		$2.61M Buy
21,381
+524
+3% +$67.3K 1.24% 18
2020
Q4 		$2.77M Buy
+20,857
New +$2.51M 1.55% 13

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TMD Wealth Management's AAPL Position: Q2 2024 in Review

TMD Wealth Management reduced its Apple (AAPL) stake by 9.1% in Q2 2024, selling an estimated $409K and leaving 21,959 shares worth $4.63M. The position accounts for 1.01% of the portfolio, ranked #19.

TMD Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.76M in Q2 2023. 5,117 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

  • TMD Wealth Management held 21,959 shares of Apple worth $4.63M as of Q2 2024.
  • TMD Wealth Management sold 2,195 Apple shares in Q2 2024, an estimated $409K.
  • Apple made up 1.01% of TMD Wealth Management's portfolio in Q2 2024, its #19 holding.
  • TMD Wealth Management first reported a position in Apple in Q4 2020 and has held it in 15 quarters since.
  • TMD Wealth Management's Apple position peaked at $4.76M in Q2 2023.
  • 5,117 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.