Blue Chip Wealth Management’s Apple AAPL Stock Holding History

Blue Chip 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
2020 Q3	$17.8M	Buy	153,399 +5,083	+3%	+$555K	14.01%	1
2020 Q2	$13.5M	Sell	148,316 -1,072	-0.7%	-$83.1K	12.81%	1
2020 Q1	$9.5M	Sell	149,388 -2,032	-1%	-$149K	11.83%	1
2019 Q4	$11.1M	Buy	151,420 +1,136	+0.8%	+$73.1K	10.28%	1
2019 Q3	$8.41M	Sell	150,284 -9,348	-6%	-$489K	8.78%	1
2019 Q2	$7.9M	Sell	159,632 -488	-0.3%	-$23.8K	8.33%	1
2019 Q1	$7.6M	Sell	160,120 -2,432	-1%	-$103K	8.62%	1
2018 Q4	$6.41M	Sell	162,552 -392	-0.2%	-$19K	8.41%	1
2018 Q3	$9.2M	Buy	162,944 +3,808	+2%	+$198K	9.26%	1
2018 Q2	$7.37M	Buy	159,136 +6,740	+4%	+$306K	8.01%	1
2018 Q1	$6.39M	Buy	+152,396	New	+$6.56M	6.54%	2

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Blue Chip Wealth Management's AAPL Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Apple (AAPL) stake by 3.4% in Q3 2020, buying an estimated $555K and bringing the position to 153,399 shares worth $17.8M. The position accounts for 14.01% of the portfolio, ranked #1.

Blue Chip Wealth Management first reported a position in AAPL in Q1 2018 and has held it in 11 quarters since. 3,448 funds tracked by Wall St. Rank hold AAPL as of Q3 2020.

Blue Chip Wealth Management held 153,399 shares of Apple worth $17.8M as of Q3 2020.
Blue Chip Wealth Management bought 5,083 Apple shares in Q3 2020, an estimated $555K.
Apple made up 14.01% of Blue Chip Wealth Management's portfolio in Q3 2020, its #1 holding.
Blue Chip Wealth Management first reported a position in Apple in Q1 2018 and has held it in 11 quarters since.
3,448 funds tracked by Wall St. Rank held Apple as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.