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Fullen Financial Group’s Apple AAPL Stock Holding History

Fullen 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
2023
Q1 		$265K Buy
1,561
+1
+0.1% +$148 0.14% 51
2022
Q4 		$225K Sell
1,560
-196
-11% -$28K 0.13% 57
2022
Q3 		$269K Buy
+1,756
New +$276K 0.17% 53

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

Fullen Financial Group's AAPL Position: Q1 2023 in Review

Fullen Financial Group increased its Apple (AAPL) stake by 0.06% in Q1 2023, buying an estimated $148 and bringing the position to 1,561 shares worth $265K. The position accounts for 0.14% of the portfolio, ranked #51.

Fullen Financial Group first reported a position in AAPL in Q3 2022 and has held it in 3 quarters since. The position peaked at $269K in Q3 2022. 4,512 funds tracked by Wall St. Rank hold AAPL as of Q1 2023.

  • Fullen Financial Group held 1,561 shares of Apple worth $265K as of Q1 2023.
  • Fullen Financial Group bought 1 Apple share in Q1 2023, an estimated $148.
  • Apple made up 0.14% of Fullen Financial Group's portfolio in Q1 2023, its #51 holding.
  • Fullen Financial Group first reported a position in Apple in Q3 2022 and has held it in 3 quarters since.
  • Fullen Financial Group's Apple position peaked at $269K in Q3 2022.
  • 4,512 funds tracked by Wall St. Rank held Apple as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.