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J. Arnold Wealth Management’s Apple AAPL Stock Holding History

J. Arnold 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
Q4 		$29.8M Buy
154,550
+7,169
+5% +$1.32M 10.13% 3
2023
Q3 		$25.2M Buy
+147,381
New +$27M 10.21% 3
2023
Q2 		– Sell
-233,039
Closed -$38.4M – 21
2023
Q1 		$38.4M Sell
233,039
-160
-0.1% -$23.6K 18.77% 1
2022
Q4 		$30.3M Sell
233,199
-4,077
-2% -$583K 14.94% 1
2022
Q3 		$32.8M Buy
237,276
+5,113
+2% +$802K 18.47% 1
2022
Q2 		$31.7M Buy
232,163
+60,301
+35% +$9.13M 24.22% 1
2022
Q1 		$30M Buy
171,862
+8,729
+5% +$1.47M 16.14% 1
2021
Q4 		$29M Buy
163,133
+1,123
+0.7% +$177K 12.99% 2
2021
Q3 		$22.9M Buy
162,010
+6,457
+4% +$951K 11.05% 4
2021
Q2 		$21.3M Buy
155,553
+5,793
+4% +$751K 10.35% 4
2021
Q1 		$18.3M Sell
149,760
-70,040
-32% -$8.99M 10.1% 3
2020
Q4 		$29.2M Buy
219,800
+33,332
+18% +$4.01M 17.22% 2
2020
Q3 		$21.6M Buy
186,468
+15,932
+9% +$1.74M 16.04% 2
2020
Q2 		$15.6M Buy
170,536
+128,136
+302% +$9.93M 13.02% 3
2020
Q1 		$2.7M Buy
42,400
+32,876
+345% +$2.42M 7.87% 5
2019
Q4 		$699K Buy
+9,524
New +$613K 0.9% 21

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J. Arnold Wealth Management's AAPL Position: Q4 2023 in Review

J. Arnold Wealth Management increased its Apple (AAPL) stake by 4.9% in Q4 2023, buying an estimated $1.32M and bringing the position to 154,550 shares worth $29.8M. The position accounts for 10.13% of the portfolio, ranked #3.

J. Arnold Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 16 quarters since. The position peaked at $38.4M in Q1 2023. 4,965 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

  • J. Arnold Wealth Management held 154,550 shares of Apple worth $29.8M as of Q4 2023.
  • J. Arnold Wealth Management bought 7,169 Apple shares in Q4 2023, an estimated $1.32M.
  • Apple made up 10.13% of J. Arnold Wealth Management's portfolio in Q4 2023, its #3 holding.
  • J. Arnold Wealth Management first reported a position in Apple in Q4 2019 and has held it in 16 quarters since.
  • J. Arnold Wealth Management's Apple position peaked at $38.4M in Q1 2023.
  • 4,965 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.