First Capital Advisors Group’s Apple AAPL Stock Holding History

First Capital Advisors 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
2023 Q2	$6.2M	Buy	31,957 +77	+0.2%	+$13.4K	3.24%	3
2023 Q1	$5.26M	Sell	31,880 -478	-1%	-$70.5K	3.38%	3
2022 Q4	$4.2M	Sell	32,358 -4,189	-11%	-$599K	2.85%	5
2022 Q3	$5.05M	Sell	36,547 -4,536	-11%	-$712K	4.22%	1
2022 Q2	$5.62M	Sell	41,083 -2,886	-7%	-$437K	3.85%	2
2022 Q1	$7.68M	Sell	43,969 -152	-0.3%	-$25.6K	5.04%	4
2021 Q4	$7.83M	Buy	+44,121	New	+$6.97M	4.29%	5
2018 Q4	$2.3M	Buy	58,436 +1,180	+2%	+$57.2K	1.73%	13
2018 Q3	$3.23M	Sell	57,256 -648	-1%	-$33.7K	1.98%	16
2018 Q2	$2.68M	Sell	57,904 -5,896	-9%	-$267K	1.78%	15
2018 Q1	$2.68M	Sell	63,800 -3,408	-5%	-$147K	1.55%	17
2017 Q4	$2.84M	Buy	67,208 +2,120	+3%	+$88.6K	1.79%	13
2017 Q3	$2.51M	Sell	65,088 -1,468	-2%	-$56.9K	1.72%	12
2017 Q2	$2.4M	Buy	66,556 +1,020	+2%	+$37.7K	1.64%	12
2017 Q1	$2.35M	Buy	65,536 +2,544	+4%	+$83.8K	1.76%	13
2016 Q4	$1.82M	Buy	+62,992	New	+$1.79M	1.69%	14

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Capital Advisors Group's AAPL Position: Q2 2023 in Review

First Capital Advisors Group increased its Apple (AAPL) stake by 0.24% in Q2 2023, buying an estimated $13.4K and bringing the position to 31,957 shares worth $6.2M. The position accounts for 3.24% of the portfolio, ranked #3.

First Capital Advisors Group first reported a position in AAPL in Q4 2016 and has held it in 16 quarters since. The position peaked at $7.83M in Q4 2021. 4,585 funds tracked by Wall St. Rank hold AAPL as of Q2 2023.

First Capital Advisors Group held 31,957 shares of Apple worth $6.2M as of Q2 2023.
First Capital Advisors Group bought 77 Apple shares in Q2 2023, an estimated $13.4K.
Apple made up 3.24% of First Capital Advisors Group's portfolio in Q2 2023, its #3 holding.
First Capital Advisors Group first reported a position in Apple in Q4 2016 and has held it in 16 quarters since.
First Capital Advisors Group's Apple position peaked at $7.83M in Q4 2021.
4,585 funds tracked by Wall St. Rank held Apple as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.