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BMT Investment Advisors’s Apple AAPL Stock Holding History

BMT Investment Advisors’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
Q1 		$6.03M Hold
94,888
– – 3.79% 1
2019
Q4 		$6.97M Hold
94,888
– – 3.21% 1
2019
Q3 		$5.31M Hold
94,888
– – 2.71% 1
2019
Q2 		$4.7M Hold
94,888
– – 2.46% 1
2019
Q1 		$4.51M Buy
94,888
+5,328
+6% +$226K 2.46% 1
2018
Q4 		$3.53M Buy
89,560
+10,000
+13% +$485K 2.24% 2
2018
Q3 		$4.49M Buy
79,560
+2,400
+3% +$125K 2.58% 1
2018
Q2 		$3.57M Hold
77,160
– – 2.28% 1
2018
Q1 		$3.24M Buy
77,160
+4,584
+6% +$197K 2.18% 2
2017
Q4 		$3.07M Buy
72,576
+9,184
+14% +$384K 2.22% 2
2017
Q3 		$2.44M Buy
+63,392
New +$2.46M 2.25% 2

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BMT Investment Advisors's AAPL Position: Q1 2020 in Review

BMT Investment Advisors held its Apple (AAPL) position steady in Q1 2020 at 94,888 shares worth $6.03M. The position accounts for 3.79% of the portfolio, ranked #1.

BMT Investment Advisors first reported a position in AAPL in Q3 2017 and has held it in 11 quarters since. The position peaked at $6.97M in Q4 2019. 3,349 funds tracked by Wall St. Rank hold AAPL as of Q1 2020.

  • BMT Investment Advisors held 94,888 shares of Apple worth $6.03M as of Q1 2020.
  • BMT Investment Advisors left its Apple share count unchanged in Q1 2020.
  • Apple made up 3.79% of BMT Investment Advisors's portfolio in Q1 2020, its #1 holding.
  • BMT Investment Advisors first reported a position in Apple in Q3 2017 and has held it in 11 quarters since.
  • BMT Investment Advisors's Apple position peaked at $6.97M in Q4 2019.
  • 3,349 funds tracked by Wall St. Rank held Apple as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.