JMF
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Johnson Midwest Financial’s Apple AAPL Stock Holding History

Johnson Midwest Financial’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
Q3 		$1.72M Buy
10,039
+129
+1% +$23.7K 3.84% 6
2023
Q2 		$1.92M Sell
9,910
-405
-4% -$70.6K 1.71% 7
2023
Q1 		$1.7M Buy
10,315
+2
+0% +$295 2.44% 4
2022
Q4 		$1.34M Buy
10,313
+105
+1% +$15K 4.91% 3
2022
Q3 		$1.41K Sell
10,208
-81
-0.8% -$12.7K 5.39% 2
2022
Q2 		$1.41M Buy
10,289
+8
+0.1% +$1.21K 1.89% 6
2022
Q1 		$1.79M Buy
10,281
+40
+0.4% +$6.73K 2.55% 5
2021
Q4 		$1.82M Sell
10,241
-36
-0.4% -$5.69K 1.36% 6
2021
Q3 		$1.45M Buy
10,277
+43
+0.4% +$6.33K 1.19% 6
2021
Q2 		$1.4M Buy
10,234
+147
+1% +$19K 1.38% 6
2021
Q1 		$1.23M Buy
10,087
+35
+0.3% +$4.49K 1.29% 6
2020
Q4 		$1.33M Buy
+10,052
New +$1.21M 1.27% 7

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johnson Midwest Financial's AAPL Position: Q3 2023 in Review

Johnson Midwest Financial increased its Apple (AAPL) stake by 1.3% in Q3 2023, buying an estimated $23.7K and bringing the position to 10,039 shares worth $1.72M. The position accounts for 3.84% of the portfolio, ranked #6.

Johnson Midwest Financial first reported a position in AAPL in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.92M in Q2 2023. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • Johnson Midwest Financial held 10,039 shares of Apple worth $1.72M as of Q3 2023.
  • Johnson Midwest Financial bought 129 Apple shares in Q3 2023, an estimated $23.7K.
  • Apple made up 3.84% of Johnson Midwest Financial's portfolio in Q3 2023, its #6 holding.
  • Johnson Midwest Financial first reported a position in Apple in Q4 2020 and has held it in 12 quarters since.
  • Johnson Midwest Financial's Apple position peaked at $1.92M in Q2 2023.
  • 4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.