Treynor Bancshares’s Apple AAPL Stock Holding History

Treynor Bancshares’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	$949K	Sell	3,790 -71	-2%	-$16.7K	1%	29
2024 Q3	$900K	Sell	3,861 -413	-10%	-$92.2K	0.92%	31
2024 Q2	$900K	Sell	4,274 -4,203	-50%	-$784K	0.94%	31
2024 Q1	$1.45M	Buy	8,477 +1	+0%	+$182	0.84%	35
2023 Q4	$1.63M	Buy	8,476 +2	+0%	+$369	0.95%	33
2023 Q3	$1.45M	Buy	8,474 +2	+0%	+$367	0.92%	35
2023 Q2	$1.45M	Buy	8,472 +52	+0.6%	+$9.06K	0.95%	34
2023 Q1	$1.39M	Sell	8,420 -94	-1%	-$13.9K	0.87%	35
2022 Q4	$1.11M	Sell	8,514 -44	-0.5%	-$6.29K	0.76%	36
2022 Q3	$1.18M	Sell	8,558 -279	-3%	-$43.8K	0.89%	35
2022 Q2	$1.21M	Sell	8,837 -156	-2%	-$23.6K	0.87%	34
2022 Q1	$1.57M	Sell	8,993 -29	-0.3%	-$4.88K	1.06%	33
2021 Q4	$1.6M	Buy	+9,022	New	+$1.43M	1.03%	33

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 $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Treynor Bancshares's AAPL Position: Q4 2024 in Review

Treynor Bancshares reduced its Apple (AAPL) stake by 1.8% in Q4 2024, selling an estimated $16.7K and leaving 3,790 shares worth $949K. The position accounts for 1% of the portfolio, ranked #29.

Treynor Bancshares first reported a position in AAPL in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.63M in Q4 2023. 5,656 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Treynor Bancshares held 3,790 shares of Apple worth $949K as of Q4 2024.
Treynor Bancshares sold 71 Apple shares in Q4 2024, an estimated $16.7K.
Apple made up 1% of Treynor Bancshares's portfolio in Q4 2024, its #29 holding.
Treynor Bancshares first reported a position in Apple in Q4 2021 and has held it in 13 quarters since.
Treynor Bancshares's Apple position peaked at $1.63M in Q4 2023.
5,656 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Treynor Bancshares's 13F filing for Q4 2024, filed 12 Feb 2025.