Swaine & Leidel Wealth Services’s Apple AAPL Stock Holding History

Swaine & Leidel Wealth Services’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
2022 Q1	$3.61M	Buy	+3,613	New	+$608K	2.78%	20
2021 Q3	$5.88M	Buy	+41,531	New	+$6.11M	5.19%	1
2021 Q1	$3.61M	Buy	29,577 +963	+3%	+$124K	2.33%	26
2020 Q4	$3.8M	Buy	28,614 +4,698	+20%	+$565K	2.75%	9
2020 Q3	$2.77M	Sell	23,916 -31,292	-57%	-$3.41M	2.7%	21
2020 Q2	$5.04M	Sell	55,208 -32	-0.1%	-$2.48K	5.13%	1
2020 Q1	$3.51M	Sell	55,240 -10,380	-16%	-$763K	3.64%	1
2019 Q4	$4.82M	Buy	+65,620	New	+$4.22M	4.02%	1
2019 Q2	–	Sell	-53,540	Closed	-$2.54M	–	62
2019 Q1	$2.54M	Buy	53,540 +8,992	+20%	+$381K	3.22%	6
2018 Q4	$1.9M	Buy	+44,548	New	+$2.16M	3.02%	4

Other funds holding AAPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Swaine & Leidel Wealth Services's AAPL Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Apple (AAPL) in Q1 2022: 3,613 shares worth $3.61M. The stake represents 2.78% of the portfolio and ranks #20 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in AAPL as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in AAPL in Q4 2018 and has held it in 10 quarters since. The position peaked at $5.88M in Q3 2021. 4,380 funds tracked by Wall St. Rank hold AAPL as of Q1 2022.

Swaine & Leidel Wealth Services held 3,613 shares of Apple worth $3.61M as of Q1 2022.
Apple was a new Swaine & Leidel Wealth Services position in Q1 2022.
Apple made up 2.78% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #20 holding.
Swaine & Leidel Wealth Services first reported a position in Apple in Q4 2018 and has held it in 10 quarters since.
Swaine & Leidel Wealth Services's Apple position peaked at $5.88M in Q3 2021.
4,380 funds tracked by Wall St. Rank held Apple as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.