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Sutton Wealth Advisors’s Apple AAPL Stock Holding History

Sutton Wealth Advisors’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
2018
Q4 		– Sell
-400
Closed -$23 – 1129
2018
Q3 		$23 Buy
+400
New +$20.8K ﹤0.01% 1127

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's AAPL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Apple (AAPL) stake by 1.2% in Q3 2023, buying an estimated $173K and bringing the position to 76,979 shares worth $13.2M. The position accounts for 6.48% of the portfolio, ranked #2.

Sutton Wealth Advisors first reported a position in AAPL in Q1 2016 and has held it in 31 quarters since. The position peaked at $23.4M in Q4 2021. 4,605 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • Sutton Wealth Advisors held 76,979 shares of Apple worth $13.2M as of Q3 2023.
  • Sutton Wealth Advisors bought 946 Apple shares in Q3 2023, an estimated $173K.
  • Apple made up 6.48% of Sutton Wealth Advisors's portfolio in Q3 2023, its #2 holding.
  • Sutton Wealth Advisors first reported a position in Apple in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Apple position peaked at $23.4M in Q4 2021.
  • 4,605 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.