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Emerson Wealth’s Apple AAPL Stock Holding History

Emerson Wealth’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 		$71K Buy
518
+110
+27% +$16.7K 0.05% 33
2022
Q1 		$71K Buy
408
+320
+364% +$53.8K 0.04% 32
2021
Q4 		$16K Hold
88
– – 0.01% 40
2021
Q3 		$12K Hold
88
– – 0.01% 35
2021
Q2 		$12K Hold
88
– – 0.01% 35
2021
Q1 		$11K Buy
+88
New +$11.3K 0.01% 37
2020
Q1 		– Sell
-3,760
Closed -$276K – 23
2019
Q4 		$276K Buy
+3,760
New +$242K 0.19% 21
2019
Q2 		– Sell
-5,600
Closed -$266K – 24
2019
Q1 		$266K Hold
5,600
– – 0.2% 22
2018
Q4 		$221K Buy
+5,600
New +$271K 0.21% 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
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

Emerson Wealth's AAPL Position: Q2 2022 in Review

Emerson Wealth increased its Apple (AAPL) stake by 27% in Q2 2022, buying an estimated $16.7K and bringing the position to 518 shares worth $71K. The position accounts for 0.05% of the portfolio, ranked #33.

Emerson Wealth first reported a position in AAPL in Q4 2018 and has held it in 9 quarters since. The position peaked at $276K in Q4 2019. 4,326 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • Emerson Wealth held 518 shares of Apple worth $71K as of Q2 2022.
  • Emerson Wealth bought 110 Apple shares in Q2 2022, an estimated $16.7K.
  • Apple made up 0.05% of Emerson Wealth's portfolio in Q2 2022, its #33 holding.
  • Emerson Wealth first reported a position in Apple in Q4 2018 and has held it in 9 quarters since.
  • Emerson Wealth's Apple position peaked at $276K in Q4 2019.
  • 4,326 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.