Bruderman Asset Management’s Apple AAPL Stock Holding History

Bruderman Asset 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
2022 Q2	$2.59M	Buy	18,950 +1,277	+7%	+$193K	4.65%	2
2022 Q1	$3.08M	Sell	17,673 -8,313	-32%	-$1.4M	4.65%	2
2021 Q4	$4.61M	Sell	25,986 -38,610	-60%	-$6.1M	3.53%	4
2021 Q3	$9.14M	Buy	64,596 +1,565	+2%	+$230K	2.3%	15
2021 Q2	$8.63M	Buy	63,031 +542	+0.9%	+$70.2K	2.67%	16
2021 Q1	$7.63M	Buy	62,489 +1,903	+3%	+$244K	2.12%	16
2020 Q4	$8.04M	Buy	60,586 +1,929	+3%	+$232K	2.34%	14
2020 Q3	$6.79M	Sell	58,657 -5,143	-8%	-$561K	2.23%	15
2020 Q2	$5.81M	Buy	63,800 +3,604	+6%	+$279K	1.92%	15
2020 Q1	$3.63M	Buy	60,196 +6,300	+12%	+$463K	1.44%	21
2019 Q4	$4.05M	Sell	53,896 -76,488	-59%	-$4.92M	1.26%	32
2019 Q3	$8.48M	Sell	130,384 -7,224	-5%	-$378K	2.14%	14
2019 Q2	$6.81M	Sell	137,608 -108,896	-44%	-$5.31M	1.61%	20
2019 Q1	$11.7M	Buy	246,504 +11,680	+5%	+$495K	2.57%	10
2018 Q4	$9.26M	Buy	234,824 +110,992	+90%	+$5.38M	2.39%	11
2018 Q3	$6.99M	Sell	123,832 -18,092	-13%	-$942K	1.6%	19
2018 Q2	$6.57M	Sell	141,924 -98,388	-41%	-$4.46M	1.6%	16
2018 Q1	$10.1M	Buy	240,312 +396	+0.2%	+$17K	2.41%	14
2017 Q4	$10.2M	Sell	239,916 -16,560	-6%	-$692K	2.58%	10
2017 Q3	$9.88M	Sell	256,476 -11,012	-4%	-$427K	2.56%	13
2017 Q2	$9.63M	Sell	267,488 -2,632	-1%	-$97.3K	2.57%	13
2017 Q1	$9.7M	Sell	270,120 -8,068	-3%	-$266K	2.8%	13
2016 Q4	$8.05M	Sell	278,188 -17,256	-6%	-$489K	2.43%	10
2016 Q3	$8.35M	Buy	295,444 +10,208	+4%	+$270K	2.49%	10
2016 Q2	$6.82M	Buy	285,236 +17,040	+6%	+$423K	2.13%	14
2016 Q1	$7.31M	Buy	268,196 +16,392	+7%	+$408K	2.54%	12
2015 Q4	$6.63M	Buy	251,804 +2,156	+0.9%	+$61.6K	2.5%	11
2015 Q3	$6.88M	Buy	249,648 +18,428	+8%	+$540K	2.71%	11
2015 Q2	$7.25M	Buy	231,220 +11,656	+5%	+$373K	2.78%	11
2015 Q1	$6.83M	Buy	+219,564	New	+$6.63M	2.66%	12

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bruderman Asset Management's AAPL Position: Q2 2022 in Review

Bruderman Asset Management increased its Apple (AAPL) stake by 7.2% in Q2 2022, buying an estimated $193K and bringing the position to 18,950 shares worth $2.59M. The position accounts for 4.65% of the portfolio, ranked #2.

Bruderman Asset Management first reported a position in AAPL in Q1 2015 and has held it in 30 quarters since. The position peaked at $11.7M in Q1 2019. 4,326 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

Bruderman Asset Management held 18,950 shares of Apple worth $2.59M as of Q2 2022.
Bruderman Asset Management bought 1,277 Apple shares in Q2 2022, an estimated $193K.
Apple made up 4.65% of Bruderman Asset Management's portfolio in Q2 2022, its #2 holding.
Bruderman Asset Management first reported a position in Apple in Q1 2015 and has held it in 30 quarters since.
Bruderman Asset Management's Apple position peaked at $11.7M in Q1 2019.
4,326 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.