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Ledge Wealth Management’s Apple AAPL Stock Holding History

Ledge 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 		$4.64M Sell
24,107
-1,313
-5% -$242K 1.8% 14
2023
Q3 		$4.35M Buy
25,420
+116
+0.5% +$21.3K 1.95% 13
2023
Q2 		$4.91M Sell
25,304
-4,917
-16% -$857K 2.35% 12
2023
Q1 		$4.98M Sell
30,221
-391
-1% -$57.7K 2.36% 13
2022
Q4 		$3.98M Buy
30,612
+5,293
+21% +$756K 1.81% 14
2022
Q3 		$3.5M Sell
25,319
-6,213
-20% -$975K 2.14% 12
2022
Q2 		$4.31M Buy
31,532
+5,676
+22% +$860K 2.65% 11
2022
Q1 		$4.51M Buy
+25,856
New +$4.35M 2.81% 11

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

Ledge Wealth Management's AAPL Position: Q4 2023 in Review

Ledge Wealth Management reduced its Apple (AAPL) stake by 5.2% in Q4 2023, selling an estimated $242K and leaving 24,107 shares worth $4.64M. The position accounts for 1.8% of the portfolio, ranked #14.

Ledge Wealth Management first reported a position in AAPL in Q1 2022 and has held it in 8 quarters since. The position peaked at $4.98M in Q1 2023. 4,965 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

  • Ledge Wealth Management held 24,107 shares of Apple worth $4.64M as of Q4 2023.
  • Ledge Wealth Management sold 1,313 Apple shares in Q4 2023, an estimated $242K.
  • Apple made up 1.8% of Ledge Wealth Management's portfolio in Q4 2023, its #14 holding.
  • Ledge Wealth Management first reported a position in Apple in Q1 2022 and has held it in 8 quarters since.
  • Ledge Wealth Management's Apple position peaked at $4.98M in Q1 2023.
  • 4,965 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.