DWM
AAPL icon

Doyle Wealth Management’s Apple AAPL Stock Holding History

Doyle 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
2022
Q3 		$44.6M Sell
322,887
-1,261
-0.4% -$198K 3.83% 2
2022
Q2 		$44.3M Buy
324,148
+633
+0.2% +$95.9K 3.58% 4
2022
Q1 		$56.5M Buy
323,515
+8,692
+3% +$1.46M 4.07% 2
2021
Q4 		$55.9M Buy
314,823
+59
+0% +$9.32K 4.01% 2
2021
Q3 		$44.5M Sell
314,764
-10,697
-3% -$1.57M 3.54% 2
2021
Q2 		$44.6M Buy
325,461
+5,755
+2% +$746K 3.7% 2
2021
Q1 		$39.1M Sell
319,706
-3,519
-1% -$452K 3.74% 2
2020
Q4 		$42.9M Buy
323,225
+2,169
+0.7% +$261K 4.36% 1
2020
Q3 		$37.2M Sell
321,056
-6,596
-2% -$720K 4.32% 2
2020
Q2 		$29.9M Buy
327,652
+40,956
+14% +$3.17M 3.94% 2
2020
Q1 		$18.2M Buy
286,696
+25,176
+10% +$1.85M 2.9% 5
2019
Q4 		$19.2M Buy
261,520
+18,036
+7% +$1.16M 2.4% 11
2019
Q3 		$13.6M Buy
243,484
+1,800
+0.7% +$94.1K 1.88% 19
2019
Q2 		$12M Sell
241,684
-1,756
-0.7% -$85.6K 1.65% 26
2019
Q1 		$12M Buy
243,440
+129,132
+113% +$5.48M 1.75% 22
2018
Q4 		$4.51M Sell
114,308
-2,364
-2% -$115K 0.76% 42
2018
Q3 		$6.58M Buy
116,672
+3,340
+3% +$174K 1.02% 39
2018
Q2 		$5.25M Buy
113,332
+15,460
+16% +$701K 0.87% 42
2018
Q1 		$4.11M Sell
97,872
-9,792
-9% -$422K 0.69% 43
2017
Q4 		$4.55M Buy
107,664
+1,712
+2% +$71.5K 0.77% 41
2017
Q3 		$4.08M Buy
105,952
+22,080
+26% +$857K 0.71% 45
2017
Q2 		$3.02M Sell
83,872
-324
-0.4% -$12K 0.56% 45
2017
Q1 		$3.02M Buy
+84,196
New +$2.77M 0.62% 46

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Doyle Wealth Management's AAPL Position: Q3 2022 in Review

Doyle Wealth Management reduced its Apple (AAPL) stake by 0.39% in Q3 2022, selling an estimated $198K and leaving 322,887 shares worth $44.6M. The position accounts for 3.83% of the portfolio, ranked #2.

Doyle Wealth Management first reported a position in AAPL in Q1 2017 and has held it in 23 quarters since. The position peaked at $56.5M in Q1 2022. 4,336 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

  • Doyle Wealth Management held 322,887 shares of Apple worth $44.6M as of Q3 2022.
  • Doyle Wealth Management sold 1,261 Apple shares in Q3 2022, an estimated $198K.
  • Apple made up 3.83% of Doyle Wealth Management's portfolio in Q3 2022, its #2 holding.
  • Doyle Wealth Management first reported a position in Apple in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Apple position peaked at $56.5M in Q1 2022.
  • 4,336 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.