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Minot Wealth Management’s Apple AAPL Stock Holding History

Minot 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 		$24.3M Buy
177,892
+820
+0.5% +$124K 6.25% 2
2022
Q1 		$30.9M Sell
177,072
-420
-0.2% -$70.6K 6.66% 1
2021
Q4 		$31.5M Sell
177,492
-1,354
-0.8% -$214K 6.07% 1
2021
Q3 		$25.3M Buy
178,846
+17,638
+11% +$2.6M 5.47% 1
2021
Q2 		$23.5M Buy
161,208
+24,981
+18% +$3.24M 5.13% 2
2021
Q1 		$16.6M Buy
136,227
+7,122
+6% +$914K 4.25% 2
2020
Q4 		$17.1M Buy
129,105
+6,456
+5% +$777K 5.11% 1
2020
Q3 		$14.2M Buy
122,649
+52,849
+76% +$5.77M 5.35% 1
2020
Q2 		$6.37M Buy
69,800
+9,700
+16% +$752K 3.18% 4
2020
Q1 		$3.82M Buy
60,100
+21,872
+57% +$1.61M 2.74% 6
2019
Q4 		$3.04M Buy
+38,228
New +$2.46M 1.38% 18

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

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

Minot Wealth Management increased its Apple (AAPL) stake by 0.46% in Q2 2022, buying an estimated $124K and bringing the position to 177,892 shares worth $24.3M. The position accounts for 6.25% of the portfolio, ranked #2.

Minot Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 11 quarters since. The position peaked at $31.5M in Q4 2021. 4,327 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • Minot Wealth Management held 177,892 shares of Apple worth $24.3M as of Q2 2022.
  • Minot Wealth Management bought 820 Apple shares in Q2 2022, an estimated $124K.
  • Apple made up 6.25% of Minot Wealth Management's portfolio in Q2 2022, its #2 holding.
  • Minot Wealth Management first reported a position in Apple in Q4 2019 and has held it in 11 quarters since.
  • Minot Wealth Management's Apple position peaked at $31.5M in Q4 2021.
  • 4,327 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.