Taylor Wealth Management Partners’s Apple AAPL Stock Holding History

Taylor Wealth Management Partners’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 Q2	$12.4M	Sell	90,852 -7,202	-7%	-$1.09M	7.06%	1
2022 Q1	$17.1M	Sell	98,054 -14,753	-13%	-$2.48M	6.93%	1
2021 Q4	$20M	Sell	112,807 -2,049	-2%	-$324K	7.06%	1
2021 Q3	$16.3M	Buy	114,856 +160	+0.1%	+$23.6K	5.8%	1
2021 Q2	$15.7M	Sell	114,696 -988	-0.9%	-$128K	5.54%	1
2021 Q1	$14.1M	Sell	115,684 -1,465	-1%	-$188K	5.15%	1
2020 Q4	$15.5M	Sell	117,149 -518	-0.4%	-$62.3K	5.98%	2
2020 Q3	$13.6M	Buy	117,667 +223	+0.2%	+$24.3K	6.25%	3
2020 Q2	$10.7M	Sell	117,444 -12,992	-10%	-$1.01M	5.44%	5
2020 Q1	$8.29M	Sell	130,436 -30,024	-19%	-$2.21M	5.09%	6
2019 Q4	$11.8M	Sell	160,460 -22,808	-12%	-$1.47M	5.43%	5
2019 Q3	$10.3M	Sell	183,268 -1,376	-0.7%	-$71.9K	4.8%	7
2019 Q2	$9.14M	Sell	184,644 -18,940	-9%	-$923K	4.27%	9
2019 Q1	$9.67M	Buy	203,584 +2,760	+1%	+$117K	4.81%	7
2018 Q4	$7.92M	Sell	200,824 -5,900	-3%	-$286K	4.57%	8
2018 Q3	$11.7M	Sell	206,724 -220	-0.1%	-$11.5K	4.96%	4
2018 Q2	$9.58M	Sell	206,944 -600	-0.3%	-$27.2K	4.26%	7
2018 Q1	$8.71M	Sell	207,544 -9,352	-4%	-$403K	4.19%	8
2017 Q4	$9.18M	Sell	216,896 -760	-0.3%	-$31.8K	3.9%	9
2017 Q3	$8.39M	Sell	217,656 -4,340	-2%	-$168K	3.74%	8
2017 Q2	$7.99M	Sell	221,996 -3,260	-1%	-$121K	3.62%	8
2017 Q1	$8.09M	Sell	225,256 -7,144	-3%	-$235K	3.66%	9
2016 Q4	$6.73M	Buy	232,400 +51,552	+29%	+$1.46M	3.11%	12
2016 Q3	$5.11M	Sell	180,848 -1,040	-0.6%	-$27.5K	2.29%	19
2016 Q2	$4.35M	Sell	181,888 -5,800	-3%	-$144K	1.74%	28
2016 Q1	$5.11M	Sell	187,688 -218,252	-54%	-$5.44M	2.41%	20
2015 Q4	$10.7M	Buy	405,940 +3,596	+0.9%	+$103K	4.6%	5
2015 Q3	$11.1M	Sell	402,344 -6,004	-1%	-$176K	5.35%	3
2015 Q2	$12.8M	Sell	408,348 -688	-0.2%	-$22K	4.09%	4
2015 Q1	$12.7M	Buy	+409,036	New	+$12.4M	3.99%	3

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Taylor Wealth Management Partners's AAPL Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Apple (AAPL) stake by 7.3% in Q2 2022, selling an estimated $1.09M and leaving 90,852 shares worth $12.4M. The position accounts for 7.06% of the portfolio, ranked #1.

Taylor Wealth Management Partners first reported a position in AAPL in Q1 2015 and has held it in 30 quarters since. The position peaked at $20M in Q4 2021. 4,327 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

Taylor Wealth Management Partners held 90,852 shares of Apple worth $12.4M as of Q2 2022.
Taylor Wealth Management Partners sold 7,202 Apple shares in Q2 2022, an estimated $1.09M.
Apple made up 7.06% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #1 holding.
Taylor Wealth Management Partners first reported a position in Apple in Q1 2015 and has held it in 30 quarters since.
Taylor Wealth Management Partners's Apple position peaked at $20M in Q4 2021.
4,327 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.