Silicon Hills Wealth Management’s Apple AAPL Stock Holding History

Silicon Hills Wealth 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
2023 Q2	$7.06M	Buy	36,393 +96	+0.3%	+$16.7K	3.98%	7
2023 Q1	$5.99M	Buy	36,297 +5,306	+17%	+$783K	3.59%	9
2022 Q4	$4.03M	Sell	30,991 -160	-0.5%	-$22.9K	2.99%	10
2022 Q3	$4.3M	Sell	31,151 -782	-2%	-$123K	3.42%	8
2022 Q2	$4.37M	Buy	31,933 +3,057	+11%	+$463K	3.2%	9
2022 Q1	$5.04M	Buy	28,876 +31	+0.1%	+$5.21K	3.22%	8
2021 Q4	$5.12M	Sell	28,845 -540	-2%	-$85.3K	3.17%	7
2021 Q3	$4.16M	Buy	29,385 +38	+0.1%	+$5.59K	2.85%	8
2021 Q2	$4.02M	Buy	29,347 +277	+1%	+$35.9K	3.12%	7
2021 Q1	$3.55M	Buy	29,070 +514	+2%	+$66K	3.21%	7
2020 Q4	$3.79M	Sell	28,556 -801	-3%	-$96.3K	3.43%	8
2020 Q3	$3.4M	Buy	29,357 +2,221	+8%	+$242K	3.51%	9
2020 Q2	$2.48M	Buy	27,136 +3,200	+13%	+$248K	2.97%	9
2020 Q1	$1.52M	Buy	23,936 +23,844	+25,917%	+$1.75M	2.01%	15
2019 Q4	$1.74K	Buy	+92	New	+$5.92K	1.34%	15

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

Silicon Hills Wealth Management's AAPL Position: Q2 2023 in Review

Silicon Hills Wealth Management increased its Apple (AAPL) stake by 0.26% in Q2 2023, buying an estimated $16.7K and bringing the position to 36,393 shares worth $7.06M. The position accounts for 3.98% of the portfolio, ranked #7.

Silicon Hills Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 15 quarters since. 4,585 funds tracked by Wall St. Rank hold AAPL as of Q2 2023.

Silicon Hills Wealth Management held 36,393 shares of Apple worth $7.06M as of Q2 2023.
Silicon Hills Wealth Management bought 96 Apple shares in Q2 2023, an estimated $16.7K.
Apple made up 3.98% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #7 holding.
Silicon Hills Wealth Management first reported a position in Apple in Q4 2019 and has held it in 15 quarters since.
4,585 funds tracked by Wall St. Rank held Apple as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.