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DWM Financial Group’s Apple AAPL Stock Holding History

DWM Financial 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
2020
Q4 		$239K Hold
1,799
– – 0.33% 16
2020
Q3 		$208K Sell
1,799
-1,713
-49% -$187K 0.32% 16
2020
Q2 		$320K Sell
3,512
-6,324
-64% -$490K 0.48% 18
2020
Q1 		$625K Buy
9,836
+6,324
+180% +$465K 1.37% 12
2019
Q4 		$258K Buy
+3,512
New +$226K 0.26% 25

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DWM Financial Group's AAPL Position: Q4 2020 in Review

DWM Financial Group held its Apple (AAPL) position steady in Q4 2020 at 1,799 shares worth $239K. The position accounts for 0.33% of the portfolio, ranked #16.

DWM Financial Group first reported a position in AAPL in Q4 2019 and has held it in 5 quarters since. The position peaked at $625K in Q1 2020. 3,847 funds tracked by Wall St. Rank hold AAPL as of Q4 2020.

  • DWM Financial Group held 1,799 shares of Apple worth $239K as of Q4 2020.
  • DWM Financial Group left its Apple share count unchanged in Q4 2020.
  • Apple made up 0.33% of DWM Financial Group's portfolio in Q4 2020, its #16 holding.
  • DWM Financial Group first reported a position in Apple in Q4 2019 and has held it in 5 quarters since.
  • DWM Financial Group's Apple position peaked at $625K in Q1 2020.
  • 3,847 funds tracked by Wall St. Rank held Apple as of Q4 2020.

Based on DWM Financial Group's 13F filing for Q4 2020, filed 12 Feb 2021.