LWS Wealth Advisors’s Apple AAPL Stock Holding History

LWS Wealth 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
2023 Q4	$1.02M	Sell	5,279 -295	-5%	-$54.5K	0.38%	33
2023 Q3	$954K	Buy	5,574 +164	+3%	+$30.1K	0.42%	33
2023 Q2	$1.05M	Sell	5,410 -54	-1%	-$9.41K	0.44%	32
2023 Q1	$901K	Hold	5,464	–	–	0.37%	32
2022 Q4	$710K	Sell	5,464 -199	-4%	-$28.4K	0.3%	34
2022 Q3	$783K	Buy	5,663 +18	+0.3%	+$2.83K	0.3%	34
2022 Q2	$772K	Hold	5,645	–	–	0.36%	39
2022 Q1	$986K	Buy	5,645 +82	+1%	+$13.8K	0.42%	29
2021 Q4	$988K	Buy	5,563 +1,397	+34%	+$221K	0.4%	31
2021 Q3	$590K	Sell	4,166 -240	-5%	-$35.3K	0.26%	36
2021 Q2	$603K	Sell	4,406 -445	-9%	-$57.7K	0.27%	36
2021 Q1	$593K	Sell	4,851 -414	-8%	-$53.1K	0.27%	37
2020 Q4	$699K	Sell	5,265 -324	-6%	-$39K	0.31%	37
2020 Q3	$647K	Buy	5,589 +1	+0%	+$109	0.32%	36
2020 Q2	$510K	Sell	5,588 -1,544	-22%	-$120K	0.27%	37
2020 Q1	$453K	Buy	7,132 +1,428	+25%	+$105K	0.3%	37
2019 Q4	$419K	Buy	+5,704	New	+$367K	0.22%	42

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LWS Wealth Advisors's AAPL Position: Q4 2023 in Review

LWS Wealth Advisors reduced its Apple (AAPL) stake by 5.3% in Q4 2023, selling an estimated $54.5K and leaving 5,279 shares worth $1.02M. The position accounts for 0.38% of the portfolio, ranked #33.

LWS Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.05M in Q2 2023. 4,965 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

LWS Wealth Advisors held 5,279 shares of Apple worth $1.02M as of Q4 2023.
LWS Wealth Advisors sold 295 Apple shares in Q4 2023, an estimated $54.5K.
Apple made up 0.38% of LWS Wealth Advisors's portfolio in Q4 2023, its #33 holding.
LWS Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 17 quarters since.
LWS Wealth Advisors's Apple position peaked at $1.05M in Q2 2023.
4,965 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.