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Harvest Group Wealth Management’s Apple AAPL Stock Holding History

Harvest Group 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
2023
Q1 		$241K Buy
1,460
+39
+3% +$5.75K 0.15% 49
2022
Q4 		$185K Buy
1,421
+1
+0.1% +$143 0.12% 53
2022
Q3 		$209K Sell
1,420
-6
-0.4% -$942 0.14% 54
2022
Q2 		$224K Buy
1,426
+400
+39% +$60.6K 0.14% 53
2022
Q1 		$179K Buy
+1,026
New +$173K 0.1% 47
2021
Q1 		– Sell
-2,264
Closed -$300K – 38
2020
Q4 		$300K Sell
2,264
-30
-1% -$3.61K 0.18% 29
2020
Q3 		$266K Sell
2,294
-782
-25% -$85.3K 0.18% 29
2020
Q2 		$280K Buy
3,076
+40
+1% +$3.1K 0.23% 26
2020
Q1 		$193K Buy
3,036
+276
+10% +$20.3K 0.19% 35
2019
Q4 		$202K Sell
2,760
-1,672
-38% -$108K 0.18% 34
2019
Q3 		$248K Sell
4,432
-20
-0.4% -$1.05K 0.3% 24
2019
Q2 		$220K Sell
4,452
-6,696
-60% -$326K 0.28% 22
2019
Q1 		$529K Buy
11,148
+1,184
+12% +$50.2K 0.49% 24
2018
Q4 		$393K Buy
9,964
+1,840
+23% +$89.2K 0.51% 21
2018
Q3 		$458K Hold
8,124
– – 0.32% 23
2018
Q2 		$376K Sell
8,124
-144
-2% -$6.53K 0.26% 30
2018
Q1 		$347K Sell
8,268
-112
-1% -$4.82K 0.23% 34
2017
Q4 		$355K Buy
+8,380
New +$350K 0.22% 36

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

Harvest Group Wealth Management's AAPL Position: Q1 2023 in Review

Harvest Group Wealth Management increased its Apple (AAPL) stake by 2.7% in Q1 2023, buying an estimated $5.75K and bringing the position to 1,460 shares worth $241K. The position accounts for 0.15% of the portfolio, ranked #49.

Harvest Group Wealth Management first reported a position in AAPL in Q4 2017 and has held it in 18 quarters since. The position peaked at $529K in Q1 2019. 4,516 funds tracked by Wall St. Rank hold AAPL as of Q1 2023.

  • Harvest Group Wealth Management held 1,460 shares of Apple worth $241K as of Q1 2023.
  • Harvest Group Wealth Management bought 39 Apple shares in Q1 2023, an estimated $5.75K.
  • Apple made up 0.15% of Harvest Group Wealth Management's portfolio in Q1 2023, its #49 holding.
  • Harvest Group Wealth Management first reported a position in Apple in Q4 2017 and has held it in 18 quarters since.
  • Harvest Group Wealth Management's Apple position peaked at $529K in Q1 2019.
  • 4,516 funds tracked by Wall St. Rank held Apple as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.