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Torch Wealth Management’s Apple AAPL Stock Holding History

Torch 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
2019
Q4 		$11.3M Sell
154,392
-2,700
-2% -$174K 6.26% 2
2019
Q3 		$8.8M Sell
157,092
-3,400
-2% -$178K 5.21% 2
2019
Q2 		$7.94M Sell
160,492
-1,852
-1% -$90.2K 4.76% 3
2019
Q1 		$7.71M Sell
162,344
-2,140
-1% -$90.8K 4.76% 3
2018
Q4 		$6.49M Sell
164,484
-19,464
-11% -$944K 4.65% 4
2018
Q3 		$10.4M Sell
183,948
-5,716
-3% -$298K 6.22% 1
2018
Q2 		$8.78M Buy
189,664
+544
+0.3% +$24.7K 5.52% 1
2018
Q1 		$7.93M Sell
189,120
-2,596
-1% -$112K 5.14% 3
2017
Q4 		$8.11M Buy
191,716
+4,152
+2% +$174K 4.96% 3
2017
Q3 		$7.23M Sell
187,564
-612
-0.3% -$23.7K 4.74% 3
2017
Q2 		$6.78M Sell
188,176
-1,760
-0.9% -$65.1K 4.68% 3
2017
Q1 		$6.82M Buy
189,936
+2,284
+1% +$75.2K 4.55% 4
2016
Q4 		$5.43M Buy
187,652
+6,104
+3% +$173K 3.83% 4
2016
Q3 		$5.13M Sell
181,548
-1,316
-0.7% -$34.8K 3.74% 4
2016
Q2 		$4.37M Sell
182,864
-51,128
-22% -$1.27M 3.19% 4
2016
Q1 		$6.38M Sell
233,992
-4,856
-2% -$121K 4.79% 2
2015
Q4 		$6.29M Buy
238,848
+7,024
+3% +$201K 4.59% 2
2015
Q3 		$6.39M Sell
231,824
-4,704
-2% -$138K 4.92% 2
2015
Q2 		$7.42M Buy
236,528
+8,240
+4% +$264K 5.14% 2
2015
Q1 		$7.1M Sell
228,288
-9,860
-4% -$298K 5.49% 2
2014
Q4 		$6.57M Buy
238,148
+4,564
+2% +$124K 5.04% 2
2014
Q3 		$5.88M Sell
233,584
-10,052
-4% -$247K 4.31% 2
2014
Q2 		$5.66M Buy
243,636
+484
+0.2% +$10.3K 3.84% 3
2014
Q1 		$4.66M Buy
243,152
+8,400
+4% +$160K 3.38% 4
2013
Q4 		$4.7M Buy
+234,752
New +$4.43M 3.59% 4

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Torch Wealth Management's AAPL Position: Q4 2019 in Review

Torch Wealth Management reduced its Apple (AAPL) stake by 1.7% in Q4 2019, selling an estimated $174K and leaving 154,392 shares worth $11.3M. The position accounts for 6.26% of the portfolio, ranked #2.

Torch Wealth Management first reported a position in AAPL in Q4 2013 and has held it in 25 quarters since. 3,362 funds tracked by Wall St. Rank hold AAPL as of Q4 2019.

  • Torch Wealth Management held 154,392 shares of Apple worth $11.3M as of Q4 2019.
  • Torch Wealth Management sold 2,700 Apple shares in Q4 2019, an estimated $174K.
  • Apple made up 6.26% of Torch Wealth Management's portfolio in Q4 2019, its #2 holding.
  • Torch Wealth Management first reported a position in Apple in Q4 2013 and has held it in 25 quarters since.
  • 3,362 funds tracked by Wall St. Rank held Apple as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.