Adirondack Retirement Specialists’s Apple AAPL Stock Holding History

Adirondack Retirement Specialists’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
2023 Q3	$736K	Sell	4,300 -110	-2%	-$20.2K	0.57%	21
2023 Q2	$855K	Hold	4,410	–	–	0.67%	22
2023 Q1	$730K	Hold	4,410	–	–	0.61%	22
2022 Q4	$573K	Hold	4,410	–	–	0.65%	15
2022 Q3	$609K	Hold	4,410	–	–	0.59%	17
2022 Q2	$655K	Buy	4,410 +1,998	+83%	+$303K	0.67%	14
2022 Q1	$770K	Sell	2,412 -1,998	-45%	-$336K	0.69%	14
2021 Q4	$783K	Hold	4,410	–	–	0.68%	12
2021 Q3	$624K	Buy	4,410 +2,098	+91%	+$309K	0.58%	15
2021 Q2	$592K	Sell	2,312 -100	-4%	-$13K	0.56%	13
2021 Q1	$538K	Sell	2,412 -2,048	-46%	-$263K	0.55%	14
2020 Q4	$592K	Buy	+4,460	New	+$536K	0.52%	17

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adirondack Retirement Specialists's AAPL Position: Q3 2023 in Review

Adirondack Retirement Specialists reduced its Apple (AAPL) stake by 2.5% in Q3 2023, selling an estimated $20.2K and leaving 4,300 shares worth $736K. The position accounts for 0.57% of the portfolio, ranked #21.

Adirondack Retirement Specialists first reported a position in AAPL in Q4 2020 and has held it in 12 quarters since. The position peaked at $855K in Q2 2023. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

Adirondack Retirement Specialists held 4,300 shares of Apple worth $736K as of Q3 2023.
Adirondack Retirement Specialists sold 110 Apple shares in Q3 2023, an estimated $20.2K.
Apple made up 0.57% of Adirondack Retirement Specialists's portfolio in Q3 2023, its #21 holding.
Adirondack Retirement Specialists first reported a position in Apple in Q4 2020 and has held it in 12 quarters since.
Adirondack Retirement Specialists's Apple position peaked at $855K in Q2 2023.
4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.