Wealth High Governance Capital’s Apple AAPL Stock Holding History

Wealth High Governance Capital’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	-60,000	Closed	-$12.6M	–	42
2024 Q2	$12.6M	Buy	+60,000	New	+$11.2M	3.13%	11

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wealth High Governance Capital's AAPL Position: Q3 2024 in Review

Wealth High Governance Capital sold out of Apple (AAPL) in Q3 2024, closing a stake of 60,000 shares — an estimated $12.6M sold.

Wealth High Governance Capital first reported a position in AAPL in Q2 2024 and held it in 1 quarter. The position peaked at $12.6M in Q2 2024. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

Wealth High Governance Capital reported no remaining Apple position as of Q3 2024 after selling out during the quarter.
Wealth High Governance Capital sold 60,000 Apple shares in Q3 2024, an estimated $12.6M.
Wealth High Governance Capital first reported a position in Apple in Q2 2024 and held it in 1 quarter.
Wealth High Governance Capital's Apple position peaked at $12.6M in Q2 2024.
5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Wealth High Governance Capital's 13F filing for Q3 2024, filed 7 Feb 2025.