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Harrison & Co Wealth Management’s Apple AAPL Stock Holding History

Harrison & Co Wealth 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 		$352K Hold
2,707
– – 0.34% 72
2022
Q3 		$374K Sell
2,707
-172
-6% -$27K 0.4% 71
2022
Q2 		$394K Sell
2,879
-109
-4% -$16.5K 0.37% 71
2022
Q1 		$522K Sell
2,988
-194
-6% -$32.6K 0.46% 70
2021
Q4 		$565K Buy
+3,182
New +$503K 0.48% 69

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Harrison & Co Wealth Management's AAPL Position: Q4 2022 in Review

Harrison & Co Wealth Management held its Apple (AAPL) position steady in Q4 2022 at 2,707 shares worth $352K. The position accounts for 0.34% of the portfolio, ranked #72.

Harrison & Co Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 5 quarters since. The position peaked at $565K in Q4 2021. 4,549 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • Harrison & Co Wealth Management held 2,707 shares of Apple worth $352K as of Q4 2022.
  • Harrison & Co Wealth Management left its Apple share count unchanged in Q4 2022.
  • Apple made up 0.34% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #72 holding.
  • Harrison & Co Wealth Management first reported a position in Apple in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's Apple position peaked at $565K in Q4 2021.
  • 4,549 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.