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AJ Wealth Strategies’s Apple AAPL Stock Holding History

AJ Wealth Strategies’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
Q2 		$13.7M Buy
70,804
+2,077
+3% +$362K 0.66% 31
2023
Q1 		$11.3M Sell
68,727
-6,927
-9% -$1.02M 0.59% 30
2022
Q4 		$9.83M Sell
75,654
-11,532
-13% -$1.65M 0.52% 33
2022
Q3 		$12M Buy
87,186
+583
+0.7% +$91.5K 0.7% 26
2022
Q2 		$11.8M Buy
86,603
+16,318
+23% +$2.47M 0.62% 25
2022
Q1 		$12.3M Buy
70,285
+76
+0.1% +$12.8K 0.61% 28
2021
Q4 		$12.5M Buy
70,209
+12,578
+22% +$1.99M 0.59% 25
2021
Q3 		$8.15M Buy
57,631
+2,541
+5% +$374K 0.44% 33
2021
Q2 		$7.54M Sell
55,090
-4,486
-8% -$581K 0.45% 30
2021
Q1 		$7.28M Sell
59,576
-684
-1% -$87.8K 0.52% 24
2020
Q4 		$8M Buy
60,260
+576
+1% +$69.3K 0.7% 19
2020
Q3 		$6.91M Buy
59,684
+4,664
+8% +$509K 0.7% 21
2020
Q2 		$5.02M Buy
55,020
+1,436
+3% +$111K 0.56% 22
2020
Q1 		$3.41M Buy
53,584
+23,352
+77% +$1.72M 0.46% 30
2019
Q4 		$2.2M Sell
30,232
-1,776
-6% -$114K 0.26% 37
2019
Q3 		$1.69M Buy
32,008
+1,248
+4% +$65.2K 0.22% 44
2019
Q2 		$1.47M Sell
30,760
-12,192
-28% -$594K 0.22% 46
2019
Q1 		$2.04M Sell
42,952
-4,816
-10% -$204K 0.34% 32
2018
Q4 		$1.88M Buy
47,768
+6,612
+16% +$321K 0.36% 31
2018
Q3 		$2.32M Buy
41,156
+1,156
+3% +$60.2K 0.43% 27
2018
Q2 		$1.81M Buy
40,000
+3,180
+9% +$144K 0.37% 29
2018
Q1 		$1.54M Buy
36,820
+11,024
+43% +$475K 0.37% 32
2017
Q4 		$1.09M Buy
25,796
+4,420
+21% +$185K 0.27% 43
2017
Q3 		$824K Buy
+21,376
New +$829K 0.27% 45
2017
Q2 		– Sell
-6,848
Closed -$246K – 76
2017
Q1 		$246K Buy
+6,848
New +$226K 0.11% 64

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AJ Wealth Strategies's AAPL Position: Q2 2023 in Review

AJ Wealth Strategies increased its Apple (AAPL) stake by 3% in Q2 2023, buying an estimated $362K and bringing the position to 70,804 shares worth $13.7M. The position accounts for 0.66% of the portfolio, ranked #31.

AJ Wealth Strategies first reported a position in AAPL in Q1 2017 and has held it in 25 quarters since. 4,585 funds tracked by Wall St. Rank hold AAPL as of Q2 2023.

  • AJ Wealth Strategies held 70,804 shares of Apple worth $13.7M as of Q2 2023.
  • AJ Wealth Strategies bought 2,077 Apple shares in Q2 2023, an estimated $362K.
  • Apple made up 0.66% of AJ Wealth Strategies's portfolio in Q2 2023, its #31 holding.
  • AJ Wealth Strategies first reported a position in Apple in Q1 2017 and has held it in 25 quarters since.
  • 4,585 funds tracked by Wall St. Rank held Apple as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.