Bickling Financial Services’s Apple AAPL Stock Holding History

Bickling Financial Services’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	$3.9M	Sell	29,994 -14	-0%	-$2K	2.43%	7
2022 Q3	$4.15M	Buy	30,008 +33	+0.1%	+$5.18K	2.8%	7
2022 Q2	$4.1M	Sell	29,975 -38	-0.1%	-$5.75K	2.6%	7
2022 Q1	$5.24M	Buy	30,013 +225	+0.8%	+$37.8K	2.69%	8
2021 Q4	$5.29M	Buy	29,788 +151	+0.5%	+$23.9K	2.57%	8
2021 Q3	$4.19M	Sell	29,637 -614	-2%	-$90.4K	2.13%	11
2021 Q2	$4.14M	Buy	30,251 +3,251	+12%	+$421K	1.87%	15
2021 Q1	$3.3M	Buy	27,000 +2,191	+9%	+$281K	1.66%	16
2020 Q4	$3.29M	Buy	+24,809	New	+$2.98M	2.03%	13

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Bickling Financial Services's AAPL Position: Q4 2022 in Review

Bickling Financial Services reduced its Apple (AAPL) stake by 0.05% in Q4 2022, selling an estimated $2K and leaving 29,994 shares worth $3.9M. The position accounts for 2.43% of the portfolio, ranked #7.

Bickling Financial Services first reported a position in AAPL in Q4 2020 and has held it in 9 quarters since. The position peaked at $5.29M in Q4 2021. 4,546 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

Bickling Financial Services held 29,994 shares of Apple worth $3.9M as of Q4 2022.
Bickling Financial Services sold 14 Apple shares in Q4 2022, an estimated $2K.
Apple made up 2.43% of Bickling Financial Services's portfolio in Q4 2022, its #7 holding.
Bickling Financial Services first reported a position in Apple in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's Apple position peaked at $5.29M in Q4 2021.
4,546 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.