True Capital Management’s Apple AAPL Stock Holding History

True Capital 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
2023 Q1	$12.6M	Buy	76,524 +1,157	+2%	+$171K	8.64%	1
2022 Q4	$9.79M	Buy	+75,367	New	+$10.8M	7.96%	1

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

True Capital Management's AAPL Position: Q1 2023 in Review

True Capital Management increased its Apple (AAPL) stake by 1.5% in Q1 2023, buying an estimated $171K and bringing the position to 76,524 shares worth $12.6M. The position accounts for 8.64% of the portfolio, ranked #1.

True Capital Management first reported a position in AAPL in Q4 2022 and has held it in 2 quarters since. 4,512 funds tracked by Wall St. Rank hold AAPL as of Q1 2023.

True Capital Management held 76,524 shares of Apple worth $12.6M as of Q1 2023.
True Capital Management bought 1,157 Apple shares in Q1 2023, an estimated $171K.
Apple made up 8.64% of True Capital Management's portfolio in Q1 2023, its #1 holding.
True Capital Management first reported a position in Apple in Q4 2022 and has held it in 2 quarters since.
4,512 funds tracked by Wall St. Rank held Apple as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.