LB
AAPL icon

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 $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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