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Tower View Wealth Management’s Apple AAPL Stock Holding History

Tower View 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 		– Sell
-34,009
Closed -$5.94M – 157
2022
Q1 		$5.94M Sell
34,009
-152
-0.4% -$25.6K 3.19% 1
2021
Q4 		$6.07M Buy
34,161
+27
+0.1% +$4.27K 3.09% 4
2021
Q3 		$4.83M Sell
34,134
-77
-0.2% -$11.3K 2.68% 5
2021
Q2 		$4.69M Sell
34,211
-633
-2% -$82K 2.37% 9
2021
Q1 		$4.26M Sell
34,844
-400
-1% -$51.3K 2.33% 8
2020
Q4 		$4.68M Buy
35,244
+4,043
+13% +$486K 2.66% 3
2020
Q3 		$3.61M Sell
31,201
-7,947
-20% -$867K 2.35% 13
2020
Q2 		$3.57M Sell
39,148
-2,192
-5% -$170K 2.61% 10
2020
Q1 		$2.63M Sell
41,340
-2,896
-7% -$213K 2.37% 13
2019
Q4 		$3.25M Sell
44,236
-1,920
-4% -$124K 2.46% 10
2019
Q3 		$2.58M Buy
46,156
+172
+0.4% +$8.99K 2.13% 22
2019
Q2 		$2.27M Sell
45,984
-12,168
-21% -$593K 1.94% 22
2019
Q1 		$2.76M Buy
58,152
+1,064
+2% +$45.1K 2.45% 12
2018
Q4 		$2.25M Buy
57,088
+5,184
+10% +$251K 2.33% 14
2018
Q3 		$2.93M Sell
51,904
-1,228
-2% -$64K 2.56% 7
2018
Q2 		$2.46M Buy
53,132
+844
+2% +$38.3K 2.32% 11
2018
Q1 		$2.19M Sell
52,288
-244
-0.5% -$10.5K 2.19% 14
2017
Q4 		$2.22M Buy
+52,532
New +$2.2M 2.05% 14

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

Tower View Wealth Management's AAPL Position: Q2 2022 in Review

Tower View Wealth Management sold out of Apple (AAPL) in Q2 2022, closing a stake of 34,009 shares — an estimated $5.94M sold.

Tower View Wealth Management first reported a position in AAPL in Q4 2017 and held it in 18 quarters. The position peaked at $6.07M in Q4 2021. 4,326 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • Tower View Wealth Management reported no remaining Apple position as of Q2 2022 after selling out during the quarter.
  • Tower View Wealth Management sold 34,009 Apple shares in Q2 2022, an estimated $5.94M.
  • Tower View Wealth Management first reported a position in Apple in Q4 2017 and held it in 18 quarters.
  • Tower View Wealth Management's Apple position peaked at $6.07M in Q4 2021.
  • 4,326 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.