Mark J. Bradley’s Apple AAPL Stock Holding History

Mark J. Bradley’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 Q2	$5.4M	Sell	27,865 -13,530	-33%	-$2.36M	5.37%	2
2023 Q1	$6.83M	Buy	41,395 +3,601	+10%	+$531K	4.95%	1
2022 Q4	$4.91M	Sell	37,794 -1,260	-3%	-$180K	4.37%	6
2022 Q3	$5.4M	Sell	39,054 -215	-0.5%	-$33.7K	5%	2
2022 Q2	$5.37M	Sell	39,269 -1,230	-3%	-$186K	4.86%	2
2022 Q1	$7.07M	Sell	40,499 -5,588	-12%	-$940K	5.04%	1
2021 Q4	$8.18M	Sell	46,087 -3,195	-6%	-$505K	5.35%	1
2021 Q3	$6.97M	Sell	49,282 -2,637	-5%	-$388K	4.77%	1
2021 Q2	$7.11M	Sell	51,919 -4,510	-8%	-$584K	4.74%	2
2021 Q1	$6.89M	Sell	56,429 -5,300	-9%	-$680K	4.67%	2
2020 Q4	$8.19M	Buy	+61,729	New	+$7.42M	5.65%	2

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

Mark J. Bradley's AAPL Position: Q2 2023 in Review

Mark J. Bradley reduced its Apple (AAPL) stake by 33% in Q2 2023, selling an estimated $2.36M and leaving 27,865 shares worth $5.4M. The position accounts for 5.37% of the portfolio, ranked #2.

Mark J. Bradley first reported a position in AAPL in Q4 2020 and has held it in 11 quarters since. The position peaked at $8.19M in Q4 2020. 4,585 funds tracked by Wall St. Rank hold AAPL as of Q2 2023.

Mark J. Bradley held 27,865 shares of Apple worth $5.4M as of Q2 2023.
Mark J. Bradley sold 13,530 Apple shares in Q2 2023, an estimated $2.36M.
Apple made up 5.37% of Mark J. Bradley's portfolio in Q2 2023, its #2 holding.
Mark J. Bradley first reported a position in Apple in Q4 2020 and has held it in 11 quarters since.
Mark J. Bradley's Apple position peaked at $8.19M in Q4 2020.
4,585 funds tracked by Wall St. Rank held Apple as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.