SBB Research Group’s Apple AAPL Stock Holding History

SBB Research Group’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
2023 Q3	$2.24M	Buy	13,080 +14	+0.1%	+$2.57K	4%	7
2023 Q2	$2.53M	Buy	13,066 +15	+0.1%	+$2.61K	4.6%	6
2023 Q1	$2.15M	Buy	13,051 +16	+0.1%	+$2.36K	3.04%	8
2022 Q4	$1.69M	Buy	13,035 +17	+0.1%	+$2.43K	2.45%	10
2022 Q3	$1.8M	Buy	13,018 +14	+0.1%	+$2.2K	2.55%	10
2022 Q2	$1.78M	Buy	13,004 +416	+3%	+$63K	0.71%	14
2022 Q1	$2.2M	Buy	12,588 +13	+0.1%	+$2.19K	0.47%	14
2021 Q4	$2.23M	Buy	+12,575	New	+$1.99M	0.33%	14

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SBB Research Group's AAPL Position: Q3 2023 in Review

SBB Research Group increased its Apple (AAPL) stake by 0.11% in Q3 2023, buying an estimated $2.57K and bringing the position to 13,080 shares worth $2.24M. The position accounts for 4% of the portfolio, ranked #7.

SBB Research Group first reported a position in AAPL in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.53M in Q2 2023. 4,605 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

SBB Research Group held 13,080 shares of Apple worth $2.24M as of Q3 2023.
SBB Research Group bought 14 Apple shares in Q3 2023, an estimated $2.57K.
Apple made up 4% of SBB Research Group's portfolio in Q3 2023, its #7 holding.
SBB Research Group first reported a position in Apple in Q4 2021 and has held it in 8 quarters since.
SBB Research Group's Apple position peaked at $2.53M in Q2 2023.
4,605 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on SBB Research Group's 13F filing for Q3 2023, filed 13 Nov 2023.