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Catalyst Wealth Management’s Apple AAPL Stock Holding History

Catalyst Wealth 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 		$3.25M Buy
19,721
+731
+4% +$108K 3.05% 1
2022
Q4 		$2.47M Buy
+18,990
New +$2.71M 2.33% 3

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 $263B AUM 16.68% 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 $1.9T AUM 41.92% 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 $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Catalyst Wealth Management's AAPL Position: Q1 2023 in Review

Catalyst Wealth Management increased its Apple (AAPL) stake by 3.8% in Q1 2023, buying an estimated $108K and bringing the position to 19,721 shares worth $3.25M. The position accounts for 3.05% of the portfolio, ranked #1.

Catalyst Wealth 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.

  • Catalyst Wealth Management held 19,721 shares of Apple worth $3.25M as of Q1 2023.
  • Catalyst Wealth Management bought 731 Apple shares in Q1 2023, an estimated $108K.
  • Apple made up 3.05% of Catalyst Wealth Management's portfolio in Q1 2023, its #1 holding.
  • Catalyst Wealth 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 Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.