WR Wealth Planners’s Apple AAPL Stock Holding History

WR Wealth Planners’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 Q4	$8.55M	Sell	34,133 -1,787	-5%	-$421K	2.75%	8
2024 Q3	$8.37M	Sell	35,920 -308	-0.9%	-$68.8K	2.33%	8
2024 Q2	$7.63M	Sell	36,228 -456	-1%	-$85K	2.33%	9
2024 Q1	$6.29M	Sell	36,684 -4,421	-11%	-$804K	1.96%	12
2023 Q4	$7.91M	Buy	41,105 +1,545	+4%	+$285K	2.94%	8
2023 Q3	$6.77M	Sell	39,560 -78	-0.2%	-$14.3K	2.58%	9
2023 Q2	$7.69M	Buy	39,638 +860	+2%	+$150K	2.98%	7
2023 Q1	$6.39M	Buy	38,778 +29,882	+336%	+$4.41M	2.76%	8
2022 Q4	$1.16M	Sell	8,896 -2,537	-22%	-$363K	0.71%	28
2022 Q3	$1.58M	Buy	11,433 +258	+2%	+$40.5K	1.11%	23
2022 Q2	$1.53M	Buy	11,175 +78	+0.7%	+$11.8K	1.01%	23
2022 Q1	$1.94M	Buy	+11,097	New	+$1.87M	1.15%	23

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

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

Norges Bank Oslo, Norway $935B AUM

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

WR Wealth Planners's AAPL Position: Q4 2024 in Review

WR Wealth Planners reduced its Apple (AAPL) stake by 5% in Q4 2024, selling an estimated $421K and leaving 34,133 shares worth $8.55M. The position accounts for 2.75% of the portfolio, ranked #8.

WR Wealth Planners first reported a position in AAPL in Q1 2022 and has held it in 12 quarters since. 5,654 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

WR Wealth Planners held 34,133 shares of Apple worth $8.55M as of Q4 2024.
WR Wealth Planners sold 1,787 Apple shares in Q4 2024, an estimated $421K.
Apple made up 2.75% of WR Wealth Planners's portfolio in Q4 2024, its #8 holding.
WR Wealth Planners first reported a position in Apple in Q1 2022 and has held it in 12 quarters since.
5,654 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.