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Brainard Capital Management’s Apple AAPL Stock Holding History

Brainard 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
2023
Q1 		$3.08M Buy
18,655
+26
+0.1% +$3.84K 2.35% 13
2022
Q4 		$2.42M Buy
+18,629
New +$2.66M 2.05% 16

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brainard Capital Management's AAPL Position: Q1 2023 in Review

Brainard Capital Management increased its Apple (AAPL) stake by 0.14% in Q1 2023, buying an estimated $3.84K and bringing the position to 18,655 shares worth $3.08M. The position accounts for 2.35% of the portfolio, ranked #13.

Brainard Capital Management first reported a position in AAPL in Q4 2022 and has held it in 2 quarters since. 4,515 funds tracked by Wall St. Rank hold AAPL as of Q1 2023.

  • Brainard Capital Management held 18,655 shares of Apple worth $3.08M as of Q1 2023.
  • Brainard Capital Management bought 26 Apple shares in Q1 2023, an estimated $3.84K.
  • Apple made up 2.35% of Brainard Capital Management's portfolio in Q1 2023, its #13 holding.
  • Brainard Capital Management first reported a position in Apple in Q4 2022 and has held it in 2 quarters since.
  • 4,515 funds tracked by Wall St. Rank held Apple as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.