First Command Financial Services’s Apple AAPL Stock Holding History

First Command Financial Services’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	$7.51M	Buy	38,728 +5,742	+17%	+$1M	0.71%	19
2023 Q1	$5.44M	Sell	32,986 -4,979	-13%	-$735K	0.56%	20
2022 Q4	$4.93M	Sell	37,965 -701	-2%	-$100K	0.63%	15
2022 Q3	$5.34M	Buy	38,666 +1,978	+5%	+$310K	0.78%	10
2022 Q2	$5.02M	Buy	36,688 +222	+0.6%	+$33.6K	0.73%	12
2022 Q1	$6.37M	Sell	36,466 -6,233	-15%	-$1.05M	0.87%	10
2021 Q4	$7.58M	Buy	42,699 +2,226	+5%	+$352K	1.11%	10
2021 Q3	$5.73M	Buy	40,473 +403	+1%	+$59.3K	0.98%	11
2021 Q2	$5.49M	Sell	40,070 -9,237	-19%	-$1.2M	0.62%	11
2021 Q1	$6.02M	Buy	49,307 +3,969	+9%	+$509K	1.3%	10
2020 Q4	$6.02M	Buy	45,338 +1,412	+3%	+$170K	1.47%	10
2020 Q3	$5.09M	Buy	43,926 +7,542	+21%	+$823K	1.45%	9
2020 Q2	$3.32M	Sell	36,384 -4,592	-11%	-$356K	1.06%	12
2020 Q1	$2.6M	Buy	40,976 +636	+2%	+$46.8K	1.41%	15
2019 Q4	$2.96M	Buy	40,340 +892	+2%	+$57.4K	1.4%	14
2019 Q3	$2.21M	Sell	39,448 -2,156	-5%	-$113K	1.11%	14
2019 Q2	$2.06M	Sell	41,604 -1,244	-3%	-$60.6K	1.04%	16
2019 Q1	$2.04M	Buy	42,848 +1,668	+4%	+$70.8K	1.01%	17
2018 Q4	$1.62M	Sell	41,180 -31,352	-43%	-$1.52M	0.84%	18
2018 Q3	$4.09M	Buy	72,532 +1,256	+2%	+$65.4K	1.15%	20
2018 Q2	$3.3M	Buy	71,276 +38,640	+118%	+$1.75M	0.96%	20
2018 Q1	$1.37M	Buy	32,636 +560	+2%	+$24.1K	0.06%	29
2017 Q4	$1.36M	Sell	32,076 -820	-2%	-$34.3K	0.76%	23
2017 Q3	$1.27M	Sell	32,896 -100	-0.3%	-$3.88K	0.79%	25
2017 Q2	$1.19M	Buy	32,996 +996	+3%	+$36.8K	0.78%	24
2017 Q1	$1.15M	Sell	32,000 -424	-1%	-$14K	0.81%	26
2016 Q4	$939K	Buy	+32,424	New	+$919K	0.75%	26

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 Command Financial Services's AAPL Position: Q2 2023 in Review

First Command Financial Services increased its Apple (AAPL) stake by 17% in Q2 2023, buying an estimated $1M and bringing the position to 38,728 shares worth $7.51M. The position accounts for 0.71% of the portfolio, ranked #19.

First Command Financial Services first reported a position in AAPL in Q4 2016 and has held it in 27 quarters since. The position peaked at $7.58M in Q4 2021. 4,586 funds tracked by Wall St. Rank hold AAPL as of Q2 2023.

First Command Financial Services held 38,728 shares of Apple worth $7.51M as of Q2 2023.
First Command Financial Services bought 5,742 Apple shares in Q2 2023, an estimated $1M.
Apple made up 0.71% of First Command Financial Services's portfolio in Q2 2023, its #19 holding.
First Command Financial Services first reported a position in Apple in Q4 2016 and has held it in 27 quarters since.
First Command Financial Services's Apple position peaked at $7.58M in Q4 2021.
4,586 funds tracked by Wall St. Rank held Apple as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.