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B. Riley Wealth Management’s Apple AAPL Stock Holding History

B. Riley 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 		$965K Buy
394,033
+69,640
+21% +$10.5M 1.13% 8
2022
Q1 		$56.6M Sell
324,393
-41,995
-11% -$7.06M 4.36% 1
2021
Q4 		$63.5M Buy
366,388
+8,166
+2% +$1.29M 4.4% 1
2021
Q3 		$49.4M Buy
358,222
+8,302
+2% +$1.22M 3.8% 2
2021
Q2 		$46.7M Sell
349,920
-50
-0% -$6.48K 5.17% 1
2021
Q1 		$42.7M Sell
349,970
-13,595
-4% -$1.75M 5% 1
2020
Q4 		$48.2M Sell
363,565
-89,838
-20% -$10.8M 6.23% 1
2020
Q3 		$52.5M Buy
453,403
+348,071
+330% +$38M 6.2% 1
2020
Q2 		$9.61M Sell
105,332
-363,016
-78% -$28.1M 1.05% 19
2020
Q1 		$29.8M Buy
468,348
+239,252
+104% +$17.6M 3.13% 2
2019
Q4 		$16.8M Buy
229,096
+388
+0.2% +$25K 2.52% 4
2019
Q3 		$12.8M Sell
228,708
-20,560
-8% -$1.07M 2.23% 4
2019
Q2 		$12.3K Sell
249,268
-19,136
-7% -$932K 1.9% 5
2019
Q1 		$12.7M Buy
268,404
+25,824
+11% +$1.1M 2.21% 4
2018
Q4 		$9.57M Buy
242,580
+53,568
+28% +$2.6M 2.01% 7
2018
Q3 		$10.7M Buy
+189,012
New +$9.84M 2.62% 5
2016
Q1 		$1.95M Sell
71,392
-14,756
-17% -$368K 2.91% 2
2015
Q4 		$2.27M Buy
86,148
+23,308
+37% +$666K 2.9% 3
2015
Q3 		$1.73M Sell
62,840
-34,120
-35% -$1M 2.46% 5
2015
Q2 		$3.04M Buy
96,960
+11,540
+14% +$369K 2.42% 1
2015
Q1 		$2.66M Sell
85,420
-37,332
-30% -$1.13M 2% 1
2014
Q4 		$3.39M Buy
122,752
+47,308
+63% +$1.29M 2.77% 1
2014
Q3 		$1.9M Sell
75,444
-17,908
-19% -$440K 1.41% 5
2014
Q2 		$2.17M Buy
93,352
+4,172
+5% +$88.8K 1.4% 4
2014
Q1 		$1.71M Buy
+89,180
New +$1.7M 1.26% 8

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

B. Riley Wealth Management's AAPL Position: Q2 2022 in Review

B. Riley Wealth Management increased its Apple (AAPL) stake by 21% in Q2 2022, buying an estimated $10.5M and bringing the position to 394,033 shares worth $965K. The position accounts for 1.13% of the portfolio, ranked #8.

B. Riley Wealth Management first reported a position in AAPL in Q1 2014 and has held it in 25 quarters since. The position peaked at $63.5M in Q4 2021. 4,326 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • B. Riley Wealth Management held 394,033 shares of Apple worth $965K as of Q2 2022.
  • B. Riley Wealth Management bought 69,640 Apple shares in Q2 2022, an estimated $10.5M.
  • Apple made up 1.13% of B. Riley Wealth Management's portfolio in Q2 2022, its #8 holding.
  • B. Riley Wealth Management first reported a position in Apple in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Apple position peaked at $63.5M in Q4 2021.
  • 4,326 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.