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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
2020
Q4 		– Sell
-20,000
Closed -$2.32M – 228
2020
Q3 		$2.32M Buy
+20,000
New +$2.18M 0.74% 21

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.