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Lighthouse Financial Advisors’s Apple AAPL Stock Holding History

Lighthouse Financial Advisors’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
2021
Q1 		$1.15M Buy
9,387
+557
+6% +$71.5K 0.35% 68
2020
Q4 		$1.17M Buy
8,830
+2,780
+46% +$334K 0.4% 61
2020
Q3 		$700K Sell
6,050
-74
-1% -$8.07K 0.27% 63
2020
Q2 		$558K Buy
6,124
+2,976
+95% +$231K 0.24% 64
2020
Q1 		$200K Buy
3,148
+208
+7% +$15.3K 0.12% 73
2019
Q4 		$215K Buy
+2,940
New +$189K 0.1% 76

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lighthouse Financial Advisors's AAPL Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Apple (AAPL) stake by 6.3% in Q1 2021, buying an estimated $71.5K and bringing the position to 9,387 shares worth $1.15M. The position accounts for 0.35% of the portfolio, ranked #68.

Lighthouse Financial Advisors first reported a position in AAPL in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2020. 3,843 funds tracked by Wall St. Rank hold AAPL as of Q1 2021.

  • Lighthouse Financial Advisors held 9,387 shares of Apple worth $1.15M as of Q1 2021.
  • Lighthouse Financial Advisors bought 557 Apple shares in Q1 2021, an estimated $71.5K.
  • Apple made up 0.35% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #68 holding.
  • Lighthouse Financial Advisors first reported a position in Apple in Q4 2019 and has held it in 6 quarters since.
  • Lighthouse Financial Advisors's Apple position peaked at $1.17M in Q4 2020.
  • 3,843 funds tracked by Wall St. Rank held Apple as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.