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Lehman & Derafelo Financial Resources’s Apple AAPL Stock Holding History

Lehman & Derafelo Financial Resources’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
Q4 		$5.26M Buy
40,450
+26
+0.1% +$3.72K 1.56% 13
2022
Q3 		$5.59M Sell
40,424
-1,345
-3% -$211K 1.76% 12
2022
Q2 		$5.71M Sell
41,769
-103
-0.2% -$15.6K 1.77% 11
2022
Q1 		$7.31M Buy
41,872
+682
+2% +$115K 2.03% 11
2021
Q4 		$7.31M Sell
41,190
-1,711
-4% -$270K 2.21% 10
2021
Q3 		$6.07M Sell
42,901
-399
-0.9% -$58.7K 1.97% 12
2021
Q2 		$5.93M Buy
43,300
+318
+0.7% +$41.2K 1.62% 12
2021
Q1 		$5.25M Sell
42,982
-33
-0.1% -$4.24K 1.47% 14
2020
Q4 		$5.71M Buy
43,015
+1,183
+3% +$142K 1.71% 11
2020
Q3 		$4.84M Buy
41,832
+7,060
+20% +$770K 1.54% 11
2020
Q2 		$3.17M Sell
34,772
-7,008
-17% -$543K 1.11% 17
2020
Q1 		$2.66M Buy
41,780
+5,452
+15% +$401K 1.11% 19
2019
Q4 		$2.67M Buy
36,328
+880
+2% +$56.6K 0.96% 24
2019
Q3 		$1.99M Buy
35,448
+392
+1% +$20.5K 0.76% 30
2019
Q2 		$1.79M Sell
35,056
-32
-0.1% -$1.56K 0.73% 30
2019
Q1 		$1.67M Buy
35,088
+300
+0.9% +$12.7K 0.72% 29
2018
Q4 		$1.37M Buy
+34,788
New +$1.69M 0.68% 29

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lehman & Derafelo Financial Resources's AAPL Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Apple (AAPL) stake by 0.06% in Q4 2022, buying an estimated $3.72K and bringing the position to 40,450 shares worth $5.26M. The position accounts for 1.56% of the portfolio, ranked #13.

Lehman & Derafelo Financial Resources first reported a position in AAPL in Q4 2018 and has held it in 17 quarters since. The position peaked at $7.31M in Q4 2021. 4,545 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 40,450 shares of Apple worth $5.26M as of Q4 2022.
  • Lehman & Derafelo Financial Resources bought 26 Apple shares in Q4 2022, an estimated $3.72K.
  • Apple made up 1.56% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #13 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Apple in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's Apple position peaked at $7.31M in Q4 2021.
  • 4,545 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.