KWM
AAPL icon

KerberRose Wealth Management’s Apple AAPL Stock Holding History

KerberRose 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
Q2 		$2.91M Buy
+21,290
New +$3.22M 2.37% 8

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

KerberRose Wealth Management's AAPL Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Apple (AAPL) in Q2 2022: 21,290 shares worth $2.91M. The stake represents 2.37% of the portfolio and ranks #8 among its holdings.

4,329 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • KerberRose Wealth Management held 21,290 shares of Apple worth $2.91M as of Q2 2022.
  • Apple was a new KerberRose Wealth Management position in Q2 2022.
  • Apple made up 2.37% of KerberRose Wealth Management's portfolio in Q2 2022, its #8 holding.
  • 4,329 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.