Madison Wealth Management’s Apple AAPL Stock Holding History

Madison 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
2023 Q3	$23.1M	Sell	134,655 -356	-0.3%	-$65.3K	4.85%	2
2023 Q2	$26.2M	Sell	135,011 -2,318	-2%	-$404K	5.3%	2
2023 Q1	$22.6M	Sell	137,329 -1,997	-1%	-$295K	4.9%	2
2022 Q4	$18.1M	Sell	139,326 -5,710	-4%	-$816K	4.13%	3
2022 Q3	$20M	Sell	145,036 -3,393	-2%	-$533K	4.92%	2
2022 Q2	$20.3M	Sell	148,429 -1,996	-1%	-$302K	4.92%	2
2022 Q1	$26.3M	Sell	150,425 -1,853	-1%	-$312K	5.52%	2
2021 Q4	$27M	Sell	152,278 -3,756	-2%	-$594K	5.42%	2
2021 Q3	$22.1M	Sell	156,034 -2,255	-1%	-$332K	4.83%	2
2021 Q2	$21.7M	Sell	158,289 -4,243	-3%	-$550K	4.78%	2
2021 Q1	$19.9M	Sell	162,532 -28,164	-15%	-$3.62M	4.86%	2
2020 Q4	$25.3M	Sell	190,696 -11,794	-6%	-$1.42M	6.68%	1
2020 Q3	$23.4M	Sell	202,490 -15,786	-7%	-$1.72M	7.03%	2
2020 Q2	$19.9M	Sell	218,276 -6,200	-3%	-$480K	6.55%	2
2020 Q1	$14.3M	Sell	224,476 -4,388	-2%	-$323K	5.72%	3
2019 Q4	$16.8M	Buy	+228,864	New	+$14.7M	4.82%	4

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

Norges Bank Oslo, Norway $935B AUM

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

Madison Wealth Management's AAPL Position: Q3 2023 in Review

Madison Wealth Management reduced its Apple (AAPL) stake by 0.26% in Q3 2023, selling an estimated $65.3K and leaving 134,655 shares worth $23.1M. The position accounts for 4.85% of the portfolio, ranked #2.

Madison Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 16 quarters since. The position peaked at $27M in Q4 2021. 4,605 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

Madison Wealth Management held 134,655 shares of Apple worth $23.1M as of Q3 2023.
Madison Wealth Management sold 356 Apple shares in Q3 2023, an estimated $65.3K.
Apple made up 4.85% of Madison Wealth Management's portfolio in Q3 2023, its #2 holding.
Madison Wealth Management first reported a position in Apple in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's Apple position peaked at $27M in Q4 2021.
4,605 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.