NS
AAPL icon

Newman & Schimel’s Apple AAPL Stock Holding History

Newman & Schimel’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 		$2.12M Buy
16,337
+4,022
+33% +$575K 0.96% 17
2022
Q3 		$1.7M Buy
12,315
+889
+8% +$140K 0.84% 18
2022
Q2 		$1.56M Sell
11,426
-2,741
-19% -$415K 0.75% 16
2022
Q1 		$2.47M Sell
14,167
-4
-0% -$673 1.61% 10
2021
Q4 		$2.52M Sell
14,171
-2,900
-17% -$458K 1.43% 10
2021
Q3 		$2.42M Buy
17,071
+6
+0% +$883 1.51% 9
2021
Q2 		$2.34M Sell
17,065
-544
-3% -$70.5K 1.47% 9
2021
Q1 		$2.15M Sell
17,609
-207
-1% -$26.6K 1.44% 9
2020
Q4 		$2.36M Buy
+17,816
New +$2.14M 1.96% 9

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

Newman & Schimel's AAPL Position: Q4 2022 in Review

Newman & Schimel increased its Apple (AAPL) stake by 33% in Q4 2022, buying an estimated $575K and bringing the position to 16,337 shares worth $2.12M. The position accounts for 0.96% of the portfolio, ranked #17.

Newman & Schimel first reported a position in AAPL in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.52M in Q4 2021. 4,545 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • Newman & Schimel held 16,337 shares of Apple worth $2.12M as of Q4 2022.
  • Newman & Schimel bought 4,022 Apple shares in Q4 2022, an estimated $575K.
  • Apple made up 0.96% of Newman & Schimel's portfolio in Q4 2022, its #17 holding.
  • Newman & Schimel first reported a position in Apple in Q4 2020 and has held it in 9 quarters since.
  • Newman & Schimel's Apple position peaked at $2.52M in Q4 2021.
  • 4,545 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.