Zimmermann Investment Management & Planning’s Apple AAPL Stock Holding History

Zimmermann Investment Management & Planning’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	$242K	Sell	964 -53,691	-98%	-$12.7M	10.65%	7
2024 Q3	$12.7M	Buy	54,655 +416	+0.8%	+$92.9K	3.91%	4
2024 Q2	$11.4M	Sell	54,239 -626	-1%	-$117K	3.82%	5
2024 Q1	$9.41M	Sell	54,865 -398	-0.7%	-$72.4K	3.39%	5
2023 Q4	$10.6M	Buy	55,263 +3	+0%	+$554	4.35%	3
2023 Q3	$9.46M	Sell	55,260 -173	-0.3%	-$31.7K	4.54%	3
2023 Q2	$10.8M	Buy	55,433 +172	+0.3%	+$30K	5%	4
2023 Q1	$9.11M	Buy	55,261 +8,976	+19%	+$1.32M	4.76%	3
2022 Q4	$6.01M	Sell	46,285 -2	-0%	-$286	3.47%	9
2022 Q3	$6.4M	Buy	46,287 +447	+1%	+$70.2K	3.98%	8
2022 Q2	$6.27M	Buy	45,840 +519	+1%	+$78.6K	4.3%	5
2022 Q1	$7.91M	Sell	45,321 -260	-0.6%	-$43.7K	4.69%	4
2021 Q4	$8.09M	Buy	+45,581	New	+$7.2M	4.54%	4

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

Zimmermann Investment Management & Planning's AAPL Position: Q4 2024 in Review

Zimmermann Investment Management & Planning reduced its Apple (AAPL) stake by 98% in Q4 2024, selling an estimated $12.7M and leaving 964 shares worth $242K. The position accounts for 10.65% of the portfolio, ranked #7.

Zimmermann Investment Management & Planning first reported a position in AAPL in Q4 2021 and has held it in 13 quarters since. The position peaked at $12.7M in Q3 2024. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Zimmermann Investment Management & Planning held 964 shares of Apple worth $242K as of Q4 2024.
Zimmermann Investment Management & Planning sold 53,691 Apple shares in Q4 2024, an estimated $12.7M.
Apple made up 10.65% of Zimmermann Investment Management & Planning's portfolio in Q4 2024, its #7 holding.
Zimmermann Investment Management & Planning first reported a position in Apple in Q4 2021 and has held it in 13 quarters since.
Zimmermann Investment Management & Planning's Apple position peaked at $12.7M in Q3 2024.
5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.