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Adams Chetwood Wealth Management’s Apple AAPL Stock Holding History

Adams Chetwood Wealth 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
2022
Q1 		$3.1M Buy
17,748
+3
+0% +$504 1.76% 13
2021
Q4 		$3.15M Sell
17,745
-172
-1% -$27.2K 2.14% 13
2021
Q3 		$2.54M Sell
17,917
-1,107
-6% -$163K 1.84% 13
2021
Q2 		$2.61M Buy
19,024
+385
+2% +$49.9K 1.84% 14
2021
Q1 		$2.28M Sell
18,639
-319
-2% -$40.9K 1.74% 12
2020
Q4 		$2.52M Sell
18,958
-1,822
-9% -$219K 2.09% 10
2020
Q3 		$2.41M Buy
20,780
+508
+3% +$55.4K 2.32% 9
2020
Q2 		$1.85M Buy
20,272
+8
+0% +$620 1.88% 12
2020
Q1 		$1.57M Buy
20,264
+96
+0.5% +$7.06K 1.84% 9
2019
Q4 		$1.48M Buy
+20,168
New +$1.3M 1.52% 10

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adams Chetwood Wealth Management's AAPL Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Apple (AAPL) stake by 0.02% in Q1 2022, buying an estimated $504 and bringing the position to 17,748 shares worth $3.1M. The position accounts for 1.76% of the portfolio, ranked #13.

Adams Chetwood Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.15M in Q4 2021. 4,378 funds tracked by Wall St. Rank hold AAPL as of Q1 2022.

  • Adams Chetwood Wealth Management held 17,748 shares of Apple worth $3.1M as of Q1 2022.
  • Adams Chetwood Wealth Management bought 3 Apple shares in Q1 2022, an estimated $504.
  • Apple made up 1.76% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #13 holding.
  • Adams Chetwood Wealth Management first reported a position in Apple in Q4 2019 and has held it in 10 quarters since.
  • Adams Chetwood Wealth Management's Apple position peaked at $3.15M in Q4 2021.
  • 4,378 funds tracked by Wall St. Rank held Apple as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.