LFS Asset Management’s Apple AAPL Stock Holding History

LFS Asset Management’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	$4.25M	Buy	30,745 +17,525	+133%	+$2.75M	4.29%	7
2022 Q2	$1.81M	Buy	+13,220	New	+$2M	1.47%	24

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

LFS Asset Management's AAPL Position: Q3 2022 in Review

LFS Asset Management increased its Apple (AAPL) stake by 133% in Q3 2022, buying an estimated $2.75M and bringing the position to 30,745 shares worth $4.25M. The position accounts for 4.29% of the portfolio, ranked #7.

LFS Asset Management first reported a position in AAPL in Q2 2022 and has held it in 2 quarters since. 4,335 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

LFS Asset Management held 30,745 shares of Apple worth $4.25M as of Q3 2022.
LFS Asset Management bought 17,525 Apple shares in Q3 2022, an estimated $2.75M.
Apple made up 4.29% of LFS Asset Management's portfolio in Q3 2022, its #7 holding.
LFS Asset Management first reported a position in Apple in Q2 2022 and has held it in 2 quarters since.
4,335 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on LFS Asset Management's 13F filing for Q3 2022, filed 5 Dec 2022.