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AAPL - Apple Inc Stock Price, Fair Value and News
165.00
USD
-2.04
(-1.22%)
Market Closed
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AAPL
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Funds-Owners-Holders
Which funds bought or sold AAPL recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-18
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
UNCHANGED
Premium
Premium
Premium
Premium
2,800,000
2024-04-18
CHATHAM CAPITAL GROUP, INC.
REDUCED
Premium
Premium
Premium
Premium
82,443
2024-04-18
AMI INVESTMENT MANAGEMENT INC
REDUCED
Premium
Premium
Premium
Premium
11,610
2024-04-18
WOODMONT INVESTMENT COUNSEL LLC
ADDED
Premium
Premium
Premium
Premium
179,821
2024-04-18
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
REDUCED
Premium
Premium
Premium
Premium
189,369
2024-04-18
CULLINAN ASSOCIATES INC
ADDED
Premium
Premium
Premium
Premium
760,875
2024-04-18
FOSTER & MOTLEY INC
ADDED
Premium
Premium
Premium
Premium
254,681
2024-04-18
FARMERS & MERCHANTS INVESTMENTS INC
REDUCED
Premium
Premium
Premium
Premium
461,571
2024-04-18
Exchange Capital Management, Inc.
ADDED
Premium
Premium
Premium
Premium
29,378
2024-04-18
Buffington Mohr McNeal
ADDED
Premium
Premium
Premium
Premium
53,664
2024-04-18
AlphaMark Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
12,283
2024-04-18
Phocas Financial Corp.
ADDED
Premium
Premium
Premium
Premium
19,042
2024-04-18
Penbrook Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
4,770
2024-04-18
MORRIS FINANCIAL CONCEPTS, INC.
REDUCED
Premium
Premium
Premium
Premium
6,738
2024-04-18
West Oak Capital, LLC
REDUCED
Premium
Premium
Premium
Premium
27,330
2024-04-18
Tributary Capital Management, LLC
REDUCED
Premium
Premium
Premium
Premium
18,282
2024-04-18
Eagle Ridge Investment Management
REDUCED
Premium
Premium
Premium
Premium
53,921
2024-04-18
Diversified Trust Co
ADDED
Premium
Premium
Premium
Premium
489,005
2024-04-18
HALBERT HARGROVE GLOBAL ADVISORS, LLC
REDUCED
Premium
Premium
Premium
Premium
16,954
2024-04-18
AEGON ASSET MANAGEMENT UK Plc
REDUCED
Premium
Premium
Premium
Premium
2,425,240
2024-04-18
Aviance Capital Partners, LLC
ADDED
Premium
Premium
Premium
Premium
263,707
2024-04-18
HT Partners LLC
REDUCED
Premium
Premium
Premium
Premium
10,679
2024-04-18
Raub Brock Capital Management LP
REDUCED
Premium
Premium
Premium
Premium
3,470
2024-04-18
AMERICAN ASSET MANAGEMENT INC.
UNCHANGED
Premium
Premium
Premium
Premium
2,981
2024-04-18
LVW Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
130,470
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25
50
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1–25 of 1828
Which funds are the top buyers of AAPL?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
1,318,060,000
253,767,000,000
5.54%
BlackRock Inc.
1,042,390,000
200,692,000,000
5.12%
Berkshire Hathaway Inc
905,560,000
174,347,000,000
50.19%
STATE STREET CORP
586,052,000
112,833,000,000
5.49%
GEODE CAPITAL MANAGEMENT, LLC
300,823,000
57,761,300,000
6.04%
FMR LLC
299,871,000
57,734,200,000
4.43%
MORGAN STANLEY
217,961,000
41,964,100,000
3.70%
PRICE T ROWE ASSOCIATES INC /MD/
210,827,000
40,590,500,000
5.45%
NORGES BANK
176,141,000
33,912,500,000
5.93%
GOLDMAN SACHS GROUP INC
166,010,000
31,961,900,000
2.87%
Rows per page:
10
1–10 of 89
Which funds have put a big percent of portfolio in AAPL?
Fund Name
$ Value
% Port.
RJA Asset Management LLC
254,678,000
86.43%
H&H International Investment, LLC
11,498,500,000
79.54%
7G CAPITAL MANAGEMENT, LLC
134,771,000
69.19%
JOSH ARNOLD INVESTMENT CONSULTANT, LLC
70,132,500
67.00%
Prospect Hill Management, LLC
98,993,000
59.08%
INDEPENDENT INVESTORS INC
239,621,000
55.15%
A.P. Gilfoyle & Co., L.P.
1,028,880
54.21%
LANDMARK WEALTH MANAGEMENT, INC.
5,071,860
52.22%
Berkshire Hathaway Inc
174,347,000,000
50.19%
COMPTON CAPITAL MANAGEMENT INC /RI
2,075,670
48.06%
Rows per page:
10
1–10 of 97
Trend of No. of funds that hold AAPL
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Pathstone Holdings, LLC
599,442,000
COATUE MANAGEMENT LLC
470,614,000
COATUE MANAGEMENT LLC
470,614,000
Rokos Capital Management LLP
277,255,000
GROUPAMA ASSET MANAGMENT
228,264,000
GROUPAMA ASSET MANAGMENT
228,264,000
JPB Foundation
224,054,000
Colony Group, LLC
203,090,000
Additions
Fund Name
% Increased
IBEX WEALTH ADVISORS
93,244
Global Assets Advisory, LLC
23,076
QUATTRO FINANCIAL ADVISORS LLC
11,744
Richardson Capital Management LLC
558
Lloyd Advisory Services, LLC.
387
EXECUTIVE WEALTH GROUP LLC
200
&PARTNERS
112
RICHELIEU GESTION SA
111
Reductions
Fund Name
% Reduced
Bull Oak Capital, LLC
-99.81
Independent Wealth Network Inc.
-91.77
Private Ocean, LLC
-85.25
Oak Thistle LLC
-79.34
Charles Schwab Trust Co
-71.68
Portman Square Capital LLP
-64.56
LifeGuide Financial Advisors, LLC
-54.72
Green Alpha Advisors, LLC
-52.83
Sold off
Fund Name
$ Sold
Quilter Plc
-1,037,800,000
BSN CAPITAL PARTNERS Ltd
-207,672,000
CANTOR FITZGERALD, L. P.
-98,683,600
Invenomic Capital Management LP
-85,605,000
KADENSA CAPITAL Ltd
-42,717,800
San Luis Wealth Advisors LLC
-25,496,000
NWI MANAGEMENT LP
-16,607,000
Tenere Capital LLC
-10,661,200