Wealth Management Resources’s Apple AAPL Stock Holding History

Wealth Management Resources’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	–	Sell	-7,575	Closed	-$1.3M	–	34
2024 Q1	$1.3M	Buy	7,575 +18	+0.2%	+$3.27K	0.56%	26
2023 Q4	$1.46M	Buy	7,557 +807	+12%	+$149K	0.68%	24
2023 Q3	$1.16M	Buy	6,750 +89	+1%	+$16.3K	0.56%	23
2023 Q2	$1.29M	Buy	6,661 +244	+4%	+$42.5K	0.75%	21
2023 Q1	$1.06M	Buy	6,417 +29	+0.5%	+$4.28K	0.65%	20
2022 Q4	$830K	Buy	6,388 +9	+0.1%	+$1.29K	0.54%	22
2022 Q3	$881K	Buy	6,379 +38	+0.6%	+$5.96K	0.59%	21
2022 Q2	$867K	Buy	6,341 +9	+0.1%	+$1.36K	0.53%	22
2022 Q1	$1.11M	Buy	+6,332	New	+$1.06M	0.76%	19

Other funds holding AAPL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM