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Stumpf Capital Management’s Apple AAPL Stock Holding History

Stumpf 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
2020
Q3 		$12K Buy
+100
New +$10.9K 0.02% 24
2019
Q2 		– Sell
-1,840
Closed -$3.81M – 13
2019
Q1 		$3.81M Sell
1,840
-80
-4% -$3.39K 3.94% 3
2018
Q4 		$76K Hold
1,920
– – 0.08% 15
2018
Q3 		$108K Hold
1,920
– – 0.1% 14
2018
Q2 		$89K Hold
1,920
– – 0.08% 16
2018
Q1 		$81K Hold
1,920
– – 0.08% 15
2017
Q4 		$81K Buy
+1,920
New +$80.2K 0.07% 11

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stumpf Capital Management's AAPL Position: Q3 2020 in Review

Stumpf Capital Management opened a new position in Apple (AAPL) in Q3 2020: 100 shares worth $12K. The stake represents 0.02% of the portfolio and ranks #24 among its holdings. This is a return to the name: Stumpf Capital Management previously reported a position in AAPL as recently as Q1 2019.

Stumpf Capital Management first reported a position in AAPL in Q4 2017 and has held it in 7 quarters since. The position peaked at $3.81M in Q1 2019. 3,447 funds tracked by Wall St. Rank hold AAPL as of Q3 2020.

  • Stumpf Capital Management held 100 shares of Apple worth $12K as of Q3 2020.
  • Apple was a new Stumpf Capital Management position in Q3 2020.
  • Apple made up 0.02% of Stumpf Capital Management's portfolio in Q3 2020, its #24 holding.
  • Stumpf Capital Management first reported a position in Apple in Q4 2017 and has held it in 7 quarters since.
  • Stumpf Capital Management's Apple position peaked at $3.81M in Q1 2019.
  • 3,447 funds tracked by Wall St. Rank held Apple as of Q3 2020.

Based on Stumpf Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.