Bridgeworth’s Apple AAPL Stock Holding History

Bridgeworth’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 Q1	–	Sell	-643,500	Closed	-$2K	–	144
2021 Q4	$2K	Buy	+643,500	New	+$102M	﹤0.01%	151

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bridgeworth's AAPL Position: Q4 2023 in Review

Bridgeworth reduced its Apple (AAPL) stake by 1.6% in Q4 2023, selling an estimated $146K and leaving 49,456 shares worth $9.52M. The position accounts for 0.94% of the portfolio, ranked #20.

Bridgeworth first reported a position in AAPL in Q4 2016 and has held it in 29 quarters since. The position peaked at $10.3M in Q4 2021. 4,965 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

Bridgeworth held 49,456 shares of Apple worth $9.52M as of Q4 2023.
Bridgeworth sold 792 Apple shares in Q4 2023, an estimated $146K.
Apple made up 0.94% of Bridgeworth's portfolio in Q4 2023, its #20 holding.
Bridgeworth first reported a position in Apple in Q4 2016 and has held it in 29 quarters since.
Bridgeworth's Apple position peaked at $10.3M in Q4 2021.
4,965 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.