Legacy Wealth Planning’s Apple AAPL Stock Holding History

Legacy Wealth 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
2022 Q3	$3.69M	Sell	26,702 -150	-0.6%	-$23.5K	6.11%	3
2022 Q2	$3.67M	Sell	26,852 -1,617	-6%	-$245K	5.26%	4
2022 Q1	$4.97M	Sell	28,469 -615	-2%	-$103K	5.85%	3
2021 Q4	$5.16M	Sell	29,084 -4,575	-14%	-$723K	5.89%	3
2021 Q3	$4.76M	Buy	33,659 +2,954	+10%	+$435K	5.34%	3
2021 Q2	$4.21M	Buy	30,705 +1,501	+5%	+$194K	4.79%	4
2021 Q1	$3.57M	Buy	29,204 +585	+2%	+$75.1K	4.55%	4
2020 Q4	$3.8M	Buy	28,619 +1,273	+5%	+$153K	4.87%	3
2020 Q3	$3.17M	Sell	27,346 -1,694	-6%	-$185K	3.62%	6
2020 Q2	$2.65M	Sell	29,040 -1,008	-3%	-$78.1K	3.15%	7
2020 Q1	$1.91M	Buy	30,048 +3,440	+13%	+$253K	3.06%	7
2019 Q4	$1.95M	Buy	+26,608	New	+$1.71M	2.21%	11

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Legacy Wealth Planning's AAPL Position: Q3 2022 in Review

Legacy Wealth Planning reduced its Apple (AAPL) stake by 0.56% in Q3 2022, selling an estimated $23.5K and leaving 26,702 shares worth $3.69M. The position accounts for 6.11% of the portfolio, ranked #3.

Legacy Wealth Planning first reported a position in AAPL in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.16M in Q4 2021. 4,336 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

Legacy Wealth Planning held 26,702 shares of Apple worth $3.69M as of Q3 2022.
Legacy Wealth Planning sold 150 Apple shares in Q3 2022, an estimated $23.5K.
Apple made up 6.11% of Legacy Wealth Planning's portfolio in Q3 2022, its #3 holding.
Legacy Wealth Planning first reported a position in Apple in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Apple position peaked at $5.16M in Q4 2021.
4,336 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.