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Jenkins Wealth’s Apple AAPL Stock Holding History

Jenkins Wealth’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 		$836K Buy
+6,433
New +$919K 0.34% 43
2021
Q4 		$1.06M Buy
+6,304
New +$996K 0.35% 22

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

Jenkins Wealth's AAPL Position: Q4 2022 in Review

Jenkins Wealth opened a new position in Apple (AAPL) in Q4 2022: 6,433 shares worth $836K. The stake represents 0.34% of the portfolio and ranks #43 among its holdings. This is a return to the name: Jenkins Wealth previously reported a position in AAPL as recently as Q4 2021.

Jenkins Wealth first reported a position in AAPL in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.06M in Q4 2021. 4,549 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • Jenkins Wealth held 6,433 shares of Apple worth $836K as of Q4 2022.
  • Apple was a new Jenkins Wealth position in Q4 2022.
  • Apple made up 0.34% of Jenkins Wealth's portfolio in Q4 2022, its #43 holding.
  • Jenkins Wealth first reported a position in Apple in Q4 2021 and has held it in 2 quarters since.
  • Jenkins Wealth's Apple position peaked at $1.06M in Q4 2021.
  • 4,549 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Jenkins Wealth's 13F filing for Q4 2022, filed 11 Jan 2023.