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Portfolio Solutions’s Apple AAPL Stock Holding History

Portfolio Solutions’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
Q3 		$248K Buy
1,793
+24
+1% +$3.77K 0.03% 49
2022
Q2 		$242K Buy
+1,769
New +$268K 0.03% 51
2021
Q4 		– Sell
-2,925
Closed -$414K – 44
2021
Q3 		$414K Sell
2,925
-1,006
-26% -$148K 0.05% 30
2021
Q2 		$574K Buy
3,931
+1,263
+47% +$164K 0.07% 27
2021
Q1 		$326K Buy
2,668
+365
+16% +$46.9K 0.04% 31
2020
Q4 		$306K Sell
2,303
-1,561
-40% -$188K 0.04% 31
2020
Q3 		$447K Buy
3,864
+1,660
+75% +$181K 0.06% 39
2020
Q2 		$201K Buy
+2,204
New +$171K 0.03% 50
2018
Q2 		– Sell
-2,448
Closed -$103K – 36
2018
Q1 		$103K Buy
2,448
+168
+7% +$7.23K 0.01% 56
2017
Q4 		$96K Buy
2,280
+376
+20% +$15.7K 0.01% 54
2017
Q3 		$73K Hold
1,904
– – 0.01% 59
2017
Q2 		$69K Sell
1,904
-2,800
-60% -$104K 0.01% 58
2017
Q1 		$169K Buy
+4,704
New +$155K 0.02% 36

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

Portfolio Solutions's AAPL Position: Q3 2022 in Review

Portfolio Solutions increased its Apple (AAPL) stake by 1.4% in Q3 2022, buying an estimated $3.77K and bringing the position to 1,793 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #49.

Portfolio Solutions first reported a position in AAPL in Q1 2017 and has held it in 13 quarters since. The position peaked at $574K in Q2 2021. 4,335 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

  • Portfolio Solutions held 1,793 shares of Apple worth $248K as of Q3 2022.
  • Portfolio Solutions bought 24 Apple shares in Q3 2022, an estimated $3.77K.
  • Apple made up 0.03% of Portfolio Solutions's portfolio in Q3 2022, its #49 holding.
  • Portfolio Solutions first reported a position in Apple in Q1 2017 and has held it in 13 quarters since.
  • Portfolio Solutions's Apple position peaked at $574K in Q2 2021.
  • 4,335 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.