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Midwest Wealth Management’s Apple AAPL Stock Holding History

Midwest 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
Q1 		$4.95M Buy
28,322
+708
+3% +$119K 3% 1
2021
Q4 		$4.9M Buy
27,614
+928
+3% +$147K 3.07% 1
2021
Q3 		$3.78M Sell
26,686
-447
-2% -$65.8K 2.6% 2
2021
Q2 		$3.72M Buy
27,133
+122
+0.5% +$15.8K 2.65% 1
2021
Q1 		$3.3M Buy
27,011
+199
+0.7% +$25.5K 2.68% 1
2020
Q4 		$3.56M Buy
+26,812
New +$3.22M 3.25% 1

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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Midwest Wealth Management's AAPL Position: Q1 2022 in Review

Midwest Wealth Management increased its Apple (AAPL) stake by 2.6% in Q1 2022, buying an estimated $119K and bringing the position to 28,322 shares worth $4.95M. The position accounts for 3% of the portfolio, ranked #1.

Midwest Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 6 quarters since. 4,378 funds tracked by Wall St. Rank hold AAPL as of Q1 2022.

  • Midwest Wealth Management held 28,322 shares of Apple worth $4.95M as of Q1 2022.
  • Midwest Wealth Management bought 708 Apple shares in Q1 2022, an estimated $119K.
  • Apple made up 3% of Midwest Wealth Management's portfolio in Q1 2022, its #1 holding.
  • Midwest Wealth Management first reported a position in Apple in Q4 2020 and has held it in 6 quarters since.
  • 4,378 funds tracked by Wall St. Rank held Apple as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.