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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Wealth Management Resources sold out of Apple (AAPL) in Q2 2024, closing a stake of 7,575 shares — an estimated $1.3M sold.

Wealth Management Resources first reported a position in AAPL in Q1 2022 and held it in 9 quarters. The position peaked at $1.46M in Q4 2023. 5,125 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

  • Wealth Management Resources reported no remaining Apple position as of Q2 2024 after selling out during the quarter.
  • Wealth Management Resources sold 7,575 Apple shares in Q2 2024, an estimated $1.3M.
  • Wealth Management Resources first reported a position in Apple in Q1 2022 and held it in 9 quarters.
  • Wealth Management Resources's Apple position peaked at $1.46M in Q4 2023.
  • 5,125 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on Wealth Management Resources's 13F filing for Q2 2024, filed 17 Jul 2024.