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Briggs Advisory Group’s Apple AAPL Stock Holding History

Briggs Advisory Group’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
Q3 		$4.28M Sell
25,009
-507
-2% -$93K 2.45% 11
2023
Q2 		$4.95M Buy
25,516
+2,316
+10% +$404K 2.76% 9
2023
Q1 		$3.83M Buy
23,200
+4,086
+21% +$603K 2.27% 11
2022
Q4 		$2.48M Buy
19,114
+5,915
+45% +$845K 1.58% 14
2022
Q3 		$1.82M Buy
13,199
+619
+5% +$97.2K 1.37% 13
2022
Q2 		$1.72M Buy
12,580
+10,928
+662% +$1.65M 1.26% 14
2022
Q1 		$288K Hold
1,652
– – 0.19% 46
2021
Q4 		$293K Buy
+1,652
New +$261K 0.2% 44

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Briggs Advisory Group's AAPL Position: Q3 2023 in Review

Briggs Advisory Group reduced its Apple (AAPL) stake by 2% in Q3 2023, selling an estimated $93K and leaving 25,009 shares worth $4.28M. The position accounts for 2.45% of the portfolio, ranked #11.

Briggs Advisory Group first reported a position in AAPL in Q4 2021 and has held it in 8 quarters since. The position peaked at $4.95M in Q2 2023. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • Briggs Advisory Group held 25,009 shares of Apple worth $4.28M as of Q3 2023.
  • Briggs Advisory Group sold 507 Apple shares in Q3 2023, an estimated $93K.
  • Apple made up 2.45% of Briggs Advisory Group's portfolio in Q3 2023, its #11 holding.
  • Briggs Advisory Group first reported a position in Apple in Q4 2021 and has held it in 8 quarters since.
  • Briggs Advisory Group's Apple position peaked at $4.95M in Q2 2023.
  • 4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.