Walden Wealth Partners’s Apple AAPL Stock Holding History

Walden Wealth 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 Q2	$7.75M	Buy	36,789 +4	+0%	+$746	4.33%	8
2024 Q1	$6.21M	Buy	36,785 +87	+0.2%	+$15.8K	3.6%	8
2023 Q4	$7.07M	Buy	+36,698	New	+$6.78M	4.45%	7

Other funds holding AAPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Walden Wealth Partners's AAPL Position: Q2 2024 in Review

Walden Wealth Partners increased its Apple (AAPL) stake by 0.01% in Q2 2024, buying an estimated $746 and bringing the position to 36,789 shares worth $7.75M. The position accounts for 4.33% of the portfolio, ranked #8.

Walden Wealth Partners first reported a position in AAPL in Q4 2023 and has held it in 3 quarters since. 5,117 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

Walden Wealth Partners held 36,789 shares of Apple worth $7.75M as of Q2 2024.
Walden Wealth Partners bought 4 Apple shares in Q2 2024, an estimated $746.
Apple made up 4.33% of Walden Wealth Partners's portfolio in Q2 2024, its #8 holding.
Walden Wealth Partners first reported a position in Apple in Q4 2023 and has held it in 3 quarters since.
5,117 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.