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Momentum Advisors’s Apple AAPL Stock Holding History

Momentum 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
2022
Q4 		$4.26M Sell
32,804
-1,523
-4% -$218K 4.32% 3
2022
Q3 		$4.74M Sell
34,327
-1,846
-5% -$290K 5.24% 3
2022
Q2 		$4.95M Buy
+36,173
New +$5.48M 5.56% 3

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Momentum Advisors's AAPL Position: Q4 2022 in Review

Momentum Advisors reduced its Apple (AAPL) stake by 4.4% in Q4 2022, selling an estimated $218K and leaving 32,804 shares worth $4.26M. The position accounts for 4.32% of the portfolio, ranked #3.

Momentum Advisors first reported a position in AAPL in Q2 2022 and has held it in 3 quarters since. The position peaked at $4.95M in Q2 2022. 4,545 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • Momentum Advisors held 32,804 shares of Apple worth $4.26M as of Q4 2022.
  • Momentum Advisors sold 1,523 Apple shares in Q4 2022, an estimated $218K.
  • Apple made up 4.32% of Momentum Advisors's portfolio in Q4 2022, its #3 holding.
  • Momentum Advisors first reported a position in Apple in Q2 2022 and has held it in 3 quarters since.
  • Momentum Advisors's Apple position peaked at $4.95M in Q2 2022.
  • 4,545 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.