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Windham Capital Management’s Apple AAPL Stock Holding History

Windham Capital Management’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
-1,326
Closed -$279K – 1
2024
Q2 		$279K Hold
1,326
– – 0.22% 41
2024
Q1 		$227K Hold
1,326
– – 0.18% 43
2023
Q4 		$255K Hold
1,326
– – 0.09% 81
2023
Q3 		$227K Hold
1,326
– – 0.09% 84
2023
Q2 		$257K Hold
1,326
– – 0.1% 81
2023
Q1 		$219K Buy
+1,326
New +$196K 0.09% 85

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Windham Capital Management's AAPL Position: Q3 2024 in Review

Windham Capital Management sold out of Apple (AAPL) in Q3 2024, closing a stake of 1,326 shares — an estimated $279K sold.

Windham Capital Management first reported a position in AAPL in Q1 2023 and held it in 6 quarters. The position peaked at $279K in Q2 2024. 5,089 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • Windham Capital Management reported no remaining Apple position as of Q3 2024 after selling out during the quarter.
  • Windham Capital Management sold 1,326 Apple shares in Q3 2024, an estimated $279K.
  • Windham Capital Management first reported a position in Apple in Q1 2023 and held it in 6 quarters.
  • Windham Capital Management's Apple position peaked at $279K in Q2 2024.
  • 5,089 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Windham Capital Management's 13F filing for Q3 2024.