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Leo Brokerage’s Apple AAPL Stock Holding History

Leo Brokerage’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
Q2 		$48.8M Buy
251,471
+126,458
+101% +$22M 5.56% 4
2023
Q1 		$20.6M Buy
+125,013
New +$18.4M 3.08% 6
2022
Q2 		$14.5M Sell
106,050
-27,010
-20% -$4.09M 3.9% 4
2022
Q1 		$23.2M Buy
+133,060
New +$22.4M 3.7% 6
2021
Q3 		$15.7M Buy
111,160
+1,201
+1% +$177K 2.91% 7
2021
Q2 		$15.1M Buy
109,959
+1,750
+2% +$227K 3.03% 6
2021
Q1 		$13.2M Buy
108,209
+7,049
+7% +$905K 3.75% 4
2020
Q4 		$13.4M Buy
101,160
+77,991
+337% +$9.38M 4.33% 4
2020
Q3 		$8.45M Buy
+23,169
New +$2.53M 3.49% 9

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leo Brokerage's AAPL Position: Q2 2023 in Review

Leo Brokerage increased its Apple (AAPL) stake by 101% in Q2 2023, buying an estimated $22M and bringing the position to 251,471 shares worth $48.8M. The position accounts for 5.56% of the portfolio, ranked #4.

Leo Brokerage first reported a position in AAPL in Q3 2020 and has held it in 9 quarters since. 4,589 funds tracked by Wall St. Rank hold AAPL as of Q2 2023.

  • Leo Brokerage held 251,471 shares of Apple worth $48.8M as of Q2 2023.
  • Leo Brokerage bought 126,458 Apple shares in Q2 2023, an estimated $22M.
  • Apple made up 5.56% of Leo Brokerage's portfolio in Q2 2023, its #4 holding.
  • Leo Brokerage first reported a position in Apple in Q3 2020 and has held it in 9 quarters since.
  • 4,589 funds tracked by Wall St. Rank held Apple as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.