Keystone Financial Planning’s Apple AAPL Stock Holding History

Keystone Financial Planning’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
2020 Q3	–	Sell	-42,416	Closed	-$3.87M	–	45
2020 Q2	$3.87M	Sell	42,416 -164	-0.4%	-$12.7K	1.91%	27
2020 Q1	$2.71M	Sell	42,580 -756	-2%	-$55.6K	1.55%	25
2019 Q4	$3.18M	Hold	43,336	–	–	1.42%	31
2019 Q3	$2.43M	Hold	43,336	–	–	1.16%	33
2019 Q2	$2.14M	Hold	43,336	–	–	1.05%	35
2019 Q1	$2.06M	Hold	43,336	–	–	1.02%	34
2018 Q4	$1.71M	Hold	43,336	–	–	0.95%	34
2018 Q3	$2.45M	Hold	43,336	–	–	1.25%	32
2018 Q2	$2M	Hold	43,336	–	–	1.1%	31
2018 Q1	$1.82M	Sell	43,336 -380	-0.9%	-$16.4K	1.01%	36
2017 Q4	$1.85M	Hold	43,716	–	–	0.99%	35
2017 Q3	$1.68M	Sell	43,716 -4,816	-10%	-$187K	0.95%	33
2017 Q2	$1.75M	Buy	48,532 +28	+0.1%	+$1.03K	1.06%	34
2017 Q1	$1.74M	Hold	48,504	–	–	1.08%	32
2016 Q4	$1.4M	Sell	48,504 -1,964	-4%	-$55.7K	0.92%	33
2016 Q3	$1.43M	Sell	50,468 -484	-0.9%	-$12.8K	0.94%	33
2016 Q2	$1.22M	Sell	50,952 -1,032	-2%	-$25.6K	0.82%	32
2016 Q1	$1.42M	Sell	51,984 -4,052	-7%	-$101K	1.01%	33
2015 Q4	$1.48M	Sell	56,036 -104	-0.2%	-$2.97K	1.12%	31
2015 Q3	$1.55M	Sell	56,140 -148,152	-73%	-$4.34M	1.25%	28
2015 Q2	$6.41M	Sell	204,292 -728	-0.4%	-$23.3K	4.9%	1
2015 Q1	$6.38M	Hold	205,020	–	–	4.85%	1
2014 Q4	$5.66M	Sell	205,020 -784	-0.4%	-$21.3K	4.17%	3
2014 Q3	$5.18M	Buy	205,804 +4	+0%	+$98	3.91%	6
2014 Q2	$4.78M	Buy	205,800 +11,984	+6%	+$255K	3.6%	11
2014 Q1	$3.71M	Buy	193,816 +9,240	+5%	+$176K	2.88%	20
2013 Q4	$3.7M	Buy	+184,576	New	+$3.49M	2.96%	20

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Keystone Financial Planning's AAPL Position: Q3 2020 in Review

Keystone Financial Planning sold out of Apple (AAPL) in Q3 2020, closing a stake of 42,416 shares — an estimated $3.87M sold.

Keystone Financial Planning first reported a position in AAPL in Q4 2013 and held it in 27 quarters. The position peaked at $6.41M in Q2 2015. 3,447 funds tracked by Wall St. Rank hold AAPL as of Q3 2020.

Keystone Financial Planning reported no remaining Apple position as of Q3 2020 after selling out during the quarter.
Keystone Financial Planning sold 42,416 Apple shares in Q3 2020, an estimated $3.87M.
Keystone Financial Planning first reported a position in Apple in Q4 2013 and held it in 27 quarters.
Keystone Financial Planning's Apple position peaked at $6.41M in Q2 2015.
3,447 funds tracked by Wall St. Rank held Apple as of Q3 2020.

Based on Keystone Financial Planning's 13F filing for Q3 2020, filed 5 Nov 2020.