Wall Capital Group’s Apple AAPL Stock Holding History

Wall Capital Group’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 Q3	–	Sell	-4,268	Closed	-$810K	–	23
2023 Q2	$810K	Buy	+4,268	New	+$744K	0.87%	19
2017 Q2	–	Sell	-120	Closed	-$4K	–	47
2017 Q1	$4K	Buy	+120	New	+$3.95K	﹤0.01%	40

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

Norges Bank Oslo, Norway $935B AUM

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

Wall Capital Group's AAPL Position: Q3 2023 in Review

Wall Capital Group sold out of Apple (AAPL) in Q3 2023, closing a stake of 4,268 shares — an estimated $810K sold.

Wall Capital Group first reported a position in AAPL in Q1 2017 and held it in 2 quarters. The position peaked at $810K in Q2 2023. 4,605 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

Wall Capital Group reported no remaining Apple position as of Q3 2023 after selling out during the quarter.
Wall Capital Group sold 4,268 Apple shares in Q3 2023, an estimated $810K.
Wall Capital Group first reported a position in Apple in Q1 2017 and held it in 2 quarters.
Wall Capital Group's Apple position peaked at $810K in Q2 2023.
4,605 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Wall Capital Group's 13F filing for Q3 2023, filed 6 Nov 2023.