PCM
AAPL icon

Peak Capital Management’s Apple AAPL Stock Holding History

Peak Capital 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
2018
Q3 		– Sell
-120,580
Closed -$5.58M – 62
2018
Q2 		$5.58M Buy
+120,580
New +$5.47M 3.38% 10
2018
Q1 		– Sell
-118,344
Closed -$4.56M – 67
2017
Q4 		$4.56M Sell
118,344
-4,068
-3% -$170K 3.1% 11
2017
Q3 		$4.72M Sell
122,412
-194,228
-61% -$7.53M 3.14% 10
2017
Q2 		$11.4M Buy
+316,640
New +$11.7M 6.37% 2

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Peak Capital Management's AAPL Position: Q3 2018 in Review

Peak Capital Management sold out of Apple (AAPL) in Q3 2018, closing a stake of 120,580 shares — an estimated $5.58M sold.

Peak Capital Management first reported a position in AAPL in Q2 2017 and held it in 4 quarters. The position peaked at $11.4M in Q2 2017. 2,832 funds tracked by Wall St. Rank hold AAPL as of Q3 2018.

  • Peak Capital Management reported no remaining Apple position as of Q3 2018 after selling out during the quarter.
  • Peak Capital Management sold 120,580 Apple shares in Q3 2018, an estimated $5.58M.
  • Peak Capital Management first reported a position in Apple in Q2 2017 and held it in 4 quarters.
  • Peak Capital Management's Apple position peaked at $11.4M in Q2 2017.
  • 2,832 funds tracked by Wall St. Rank held Apple as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.