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Strategic Wealth Management’s Apple AAPL Stock Holding History

Strategic 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
2021
Q4 		$2.79M Hold
15,723
– – 1.38% 28
2021
Q3 		$2.23M Buy
15,723
+2,925
+23% +$431K 1.16% 33
2021
Q2 		$1.75M Buy
+12,798
New +$1.66M 0.95% 37
2015
Q3 		– Sell
-8,960
Closed -$281K – 12
2015
Q2 		$281K Hold
8,960
– – 0.33% 41
2015
Q1 		$279K Sell
8,960
-540
-6% -$16.3K 0.28% 42
2014
Q4 		$262K Buy
9,500
+1,380
+17% +$37.5K 0.26% 45
2014
Q3 		$205K Buy
+8,120
New +$199K 0.21% 45

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Strategic Wealth Management's AAPL Position: Q4 2021 in Review

Strategic Wealth Management held its Apple (AAPL) position steady in Q4 2021 at 15,723 shares worth $2.79M. The position accounts for 1.38% of the portfolio, ranked #28.

Strategic Wealth Management first reported a position in AAPL in Q3 2014 and has held it in 7 quarters since. 4,389 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.

  • Strategic Wealth Management held 15,723 shares of Apple worth $2.79M as of Q4 2021.
  • Strategic Wealth Management left its Apple share count unchanged in Q4 2021.
  • Apple made up 1.38% of Strategic Wealth Management's portfolio in Q4 2021, its #28 holding.
  • Strategic Wealth Management first reported a position in Apple in Q3 2014 and has held it in 7 quarters since.
  • 4,389 funds tracked by Wall St. Rank held Apple as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.