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Axel Capital Management’s Apple AAPL Stock Holding History

Axel Capital 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
Q4 		– Sell
-30,000
Closed -$4.15M – 5
2022
Q3 		$4.15M Buy
+30,000
New +$4.71M 6.89% 4
2022
Q2 		– Sell
-44,000
Closed -$7.68M – 2
2022
Q1 		$7.68M Buy
44,000
+39,000
+780% +$6.56M 9.75% 4
2021
Q4 		$888K Buy
+5,000
New +$790K 0.87% 16
2021
Q3 		– Sell
-16,000
Closed -$2.19M – 30
2021
Q2 		$2.19M Buy
+16,000
New +$2.07M 1.25% 21
2021
Q1 		– Sell
-60,000
Closed -$7.96M – 37
2020
Q4 		$7.96M Sell
60,000
-48,000
-44% -$5.77M 2.59% 14
2020
Q3 		$12.5M Buy
108,000
+96,000
+800% +$10.5M 5.35% 7
2020
Q2 		$1.09M Buy
+12,000
New +$930K 0.82% 23

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Axel Capital Management's AAPL Position: Q4 2022 in Review

Axel Capital Management sold out of Apple (AAPL) in Q4 2022, closing a stake of 30,000 shares — an estimated $4.15M sold.

Axel Capital Management first reported a position in AAPL in Q2 2020 and held it in 7 quarters. The position peaked at $12.5M in Q3 2020. 4,545 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • Axel Capital Management reported no remaining Apple position as of Q4 2022 after selling out during the quarter.
  • Axel Capital Management sold 30,000 Apple shares in Q4 2022, an estimated $4.15M.
  • Axel Capital Management first reported a position in Apple in Q2 2020 and held it in 7 quarters.
  • Axel Capital Management's Apple position peaked at $12.5M in Q3 2020.
  • 4,545 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Axel Capital Management's 13F filing for Q4 2022, filed 1 Feb 2023.