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Loveless Wealth Management’s Apple AAPL Stock Holding History

Loveless Wealth 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
Q2 		$3.59M Sell
26,286
-316
-1% -$47.9K 2.35% 7
2022
Q1 		$4.64M Sell
26,602
-440
-2% -$74K 2.62% 4
2021
Q4 		$4.8M Sell
27,042
-327
-1% -$51.7K 2.64% 3
2021
Q3 		$3.87M Buy
27,369
+260
+1% +$38.3K 2.36% 5
2021
Q2 		$3.71M Buy
27,109
+694
+3% +$89.9K 2.26% 7
2021
Q1 		$3.23M Buy
26,415
+830
+3% +$107K 2.13% 7
2020
Q4 		$3.4M Sell
25,585
-922
-3% -$111K 2.5% 4
2020
Q3 		$3.07M Sell
26,507
-385
-1% -$42K 2.59% 4
2020
Q2 		$2.45M Sell
26,892
-1,120
-4% -$86.8K 2.29% 6
2020
Q1 		$1.78M Sell
28,012
-360
-1% -$26.5K 2.1% 12
2019
Q4 		$2.11M Buy
+28,372
New +$1.83M 1.82% 10

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Loveless Wealth Management's AAPL Position: Q2 2022 in Review

Loveless Wealth Management reduced its Apple (AAPL) stake by 1.2% in Q2 2022, selling an estimated $47.9K and leaving 26,286 shares worth $3.59M. The position accounts for 2.35% of the portfolio, ranked #7.

Loveless Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 11 quarters since. The position peaked at $4.8M in Q4 2021. 4,326 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • Loveless Wealth Management held 26,286 shares of Apple worth $3.59M as of Q2 2022.
  • Loveless Wealth Management sold 316 Apple shares in Q2 2022, an estimated $47.9K.
  • Apple made up 2.35% of Loveless Wealth Management's portfolio in Q2 2022, its #7 holding.
  • Loveless Wealth Management first reported a position in Apple in Q4 2019 and has held it in 11 quarters since.
  • Loveless Wealth Management's Apple position peaked at $4.8M in Q4 2021.
  • 4,326 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.