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Financial Partners Capital Management’s Apple AAPL Stock Holding History

Financial Partners Capital 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
Q4 		$9.38M Sell
72,211
-1,412
-2% -$202K 2.09% 16
2022
Q3 		$10.2M Sell
73,623
-104
-0.1% -$16.3K 2.41% 12
2022
Q2 		$10.1M Sell
73,727
-3,000
-4% -$454K 2.17% 14
2022
Q1 		$13.4M Sell
76,727
-2,813
-4% -$473K 2.49% 11
2021
Q4 		$14.1M Buy
79,540
+1,250
+2% +$198K 2.5% 11
2021
Q3 		$11.1M Sell
78,290
-2,050
-3% -$302K 2.02% 18
2021
Q2 		$11M Sell
80,340
-20
-0% -$2.59K 2.02% 19
2021
Q1 		$9.82M Buy
80,360
+1,500
+2% +$193K 1.99% 19
2020
Q4 		$10.5M Buy
78,860
+1,700
+2% +$204K 2.39% 17
2020
Q3 		$8.94M Sell
77,160
-1,724
-2% -$188K 2.37% 19
2020
Q2 		$7.19M Sell
78,884
-2,760
-3% -$214K 2.07% 20
2020
Q1 		$5.19M Buy
+81,644
New +$6M 1.66% 28
2018
Q1 		– Sell
-15,288
Closed -$647K – 76
2017
Q4 		$647K Sell
15,288
-252
-2% -$10.5K 0.12% 92
2017
Q3 		$599K Buy
+15,540
New +$603K 0.11% 93
2017
Q2 		– Sell
-8,860
Closed -$318K – 116
2017
Q1 		$318K Hold
8,860
– – 0.07% 97
2016
Q4 		$257K Buy
+8,860
New +$251K 0.06% 98
2016
Q2 		– Sell
-296,332
Closed -$8.07M – 100
2016
Q1 		$8.07M Buy
296,332
+1,160
+0.4% +$28.9K 2% 18
2015
Q4 		$7.77M Sell
295,172
-2,972
-1% -$84.9K 1.85% 19
2015
Q3 		$8.22M Buy
298,144
+19,264
+7% +$565K 2.06% 11
2015
Q2 		$8.74M Sell
278,880
-3,360
-1% -$107K 2.14% 11
2015
Q1 		$8.78M Buy
282,240
+2,728
+1% +$82.4K 2.2% 11
2014
Q4 		$7.71M Sell
279,512
-384
-0.1% -$10.4K 2.09% 15
2014
Q3 		$7.05M Sell
279,896
-1,232
-0.4% -$30.2K 2.03% 16
2014
Q2 		$6.53M Sell
281,128
-23,120
-8% -$492K 1.99% 16
2014
Q1 		$5.83M Buy
304,248
+6,636
+2% +$126K 1.89% 16
2013
Q4 		$5.96M Sell
297,612
-1,484
-0.5% -$28K 1.97% 14
2013
Q3 		$5.09M Buy
299,096
+15,792
+6% +$262K 2.03% 17
2013
Q2 		$4.01M Buy
+283,304
New +$4.36M 1.8% 21

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Financial Partners Capital Management's AAPL Position: Q4 2022 in Review

Financial Partners Capital Management reduced its Apple (AAPL) stake by 1.9% in Q4 2022, selling an estimated $202K and leaving 72,211 shares worth $9.38M. The position accounts for 2.09% of the portfolio, ranked #16.

Financial Partners Capital Management first reported a position in AAPL in Q2 2013 and has held it in 28 quarters since. The position peaked at $14.1M in Q4 2021. 4,545 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • Financial Partners Capital Management held 72,211 shares of Apple worth $9.38M as of Q4 2022.
  • Financial Partners Capital Management sold 1,412 Apple shares in Q4 2022, an estimated $202K.
  • Apple made up 2.09% of Financial Partners Capital Management's portfolio in Q4 2022, its #16 holding.
  • Financial Partners Capital Management first reported a position in Apple in Q2 2013 and has held it in 28 quarters since.
  • Financial Partners Capital Management's Apple position peaked at $14.1M in Q4 2021.
  • 4,545 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.