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Altium Wealth Management’s Apple AAPL Stock Holding History

Altium 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
Q2 		$43.4M Buy
317,619
+6,917
+2% +$1.05M 3.13% 6
2022
Q1 		$54.3M Buy
310,702
+13,479
+5% +$2.27M 3.5% 6
2021
Q4 		$52.8M Buy
297,223
+6,260
+2% +$989K 3.4% 6
2021
Q3 		$41.2M Buy
290,963
+6,650
+2% +$979K 2.94% 8
2021
Q2 		$38.9M Sell
284,313
-1,283
-0.4% -$166K 2.85% 8
2021
Q1 		$34.9M Buy
285,596
+5,245
+2% +$673K 2.8% 8
2020
Q4 		$37.2M Buy
280,351
+10,902
+4% +$1.31M 3.29% 6
2020
Q3 		$31.2M Sell
269,449
-17,623
-6% -$1.92M 3.24% 6
2020
Q2 		$26.2M Buy
287,072
+65,200
+29% +$5.05M 2.94% 8
2020
Q1 		$14.1M Buy
221,872
+17,100
+8% +$1.26M 1.93% 13
2019
Q4 		$15M Buy
204,772
+22,200
+12% +$1.43M 1.8% 13
2019
Q3 		$10.2M Buy
182,572
+9,532
+6% +$498K 1.38% 15
2019
Q2 		$8.56M Buy
173,040
+18,752
+12% +$914K 1.24% 15
2019
Q1 		$7.33M Buy
154,288
+6,192
+4% +$263K 1.17% 17
2018
Q4 		$5.84M Sell
148,096
-5,200
-3% -$252K 1.12% 17
2018
Q3 		$8.65M Buy
153,296
+14,476
+10% +$754K 1.66% 12
2018
Q2 		$6.42M Buy
138,820
+40,268
+41% +$1.83M 1.71% 11
2018
Q1 		$4.13M Buy
98,552
+8,320
+9% +$358K 1.63% 15
2017
Q4 		$3.82M Buy
+90,232
New +$3.77M 1.75% 11

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Altium Wealth Management's AAPL Position: Q2 2022 in Review

Altium Wealth Management increased its Apple (AAPL) stake by 2.2% in Q2 2022, buying an estimated $1.05M and bringing the position to 317,619 shares worth $43.4M. The position accounts for 3.13% of the portfolio, ranked #6.

Altium Wealth Management first reported a position in AAPL in Q4 2017 and has held it in 19 quarters since. The position peaked at $54.3M in Q1 2022. 4,326 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • Altium Wealth Management held 317,619 shares of Apple worth $43.4M as of Q2 2022.
  • Altium Wealth Management bought 6,917 Apple shares in Q2 2022, an estimated $1.05M.
  • Apple made up 3.13% of Altium Wealth Management's portfolio in Q2 2022, its #6 holding.
  • Altium Wealth Management first reported a position in Apple in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Apple position peaked at $54.3M in Q1 2022.
  • 4,326 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.