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Titus Wealth Management’s Apple AAPL Stock Holding History

Titus 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
2022
Q2 		$13.6M Sell
99,735
-2,532
-2% -$383K 6.83% 2
2022
Q1 		$17.9M Sell
102,267
-557
-0.5% -$93.7K 8.05% 2
2021
Q4 		$18.3M Sell
102,824
-477
-0.5% -$75.4K 8.22% 2
2021
Q3 		$14.6M Buy
103,301
+28,751
+39% +$4.23M 7.68% 2
2021
Q2 		$10.2M Sell
74,550
-1,709
-2% -$221K 5.54% 4
2021
Q1 		$9.31M Buy
76,259
+1,662
+2% +$213K 5.44% 4
2020
Q4 		$9.9M Sell
74,597
-1,859
-2% -$224K 6.08% 3
2020
Q3 		$8.85M Buy
76,456
+360
+0.5% +$39.3K 6.32% 3
2020
Q2 		$6.94M Buy
76,096
+3,592
+5% +$278K 5.47% 3
2020
Q1 		$4.61M Buy
72,504
+940
+1% +$69.1K 4.35% 6
2019
Q4 		$5.25M Sell
71,564
-600
-0.8% -$38.6K 5.27% 4
2019
Q3 		$4.04M Buy
72,164
+8,544
+13% +$447K 3.7% 7
2019
Q2 		$3.15M Sell
63,620
-6,884
-10% -$335K 3.11% 6
2019
Q1 		$3.35K Sell
70,504
-5,268
-7% -$223K 2.95% 7
2018
Q4 		$2.99K Buy
75,772
+1,996
+3% +$96.8K 2.55% 10
2018
Q3 		$4.16M Sell
73,776
-584
-0.8% -$30.4K 3.59% 7
2018
Q2 		$3.44M Sell
74,360
-652
-0.9% -$29.6K 3.68% 7
2018
Q1 		$3.15M Buy
75,012
+1,972
+3% +$84.9K 3.03% 8
2017
Q4 		$3.09M Buy
+73,040
New +$3.05M 3.49% 8

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

Titus Wealth Management's AAPL Position: Q2 2022 in Review

Titus Wealth Management reduced its Apple (AAPL) stake by 2.5% in Q2 2022, selling an estimated $383K and leaving 99,735 shares worth $13.6M. The position accounts for 6.83% of the portfolio, ranked #2.

Titus Wealth Management first reported a position in AAPL in Q4 2017 and has held it in 19 quarters since. The position peaked at $18.3M in Q4 2021. 4,326 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • Titus Wealth Management held 99,735 shares of Apple worth $13.6M as of Q2 2022.
  • Titus Wealth Management sold 2,532 Apple shares in Q2 2022, an estimated $383K.
  • Apple made up 6.83% of Titus Wealth Management's portfolio in Q2 2022, its #2 holding.
  • Titus Wealth Management first reported a position in Apple in Q4 2017 and has held it in 19 quarters since.
  • Titus Wealth Management's Apple position peaked at $18.3M in Q4 2021.
  • 4,326 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.