WC Walker & Associates’s Apple AAPL Stock Holding History

WC Walker & Associates’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 Q4	$9.51M	Buy	63,847 +2,617	+4%	+$374K	5.04%	5
2022 Q3	$9.14M	Buy	61,230 +58	+0.1%	+$9.1K	5.2%	5
2022 Q2	$9.19M	Buy	61,172 +1,258	+2%	+$191K	5.4%	6
2022 Q1	$10.2M	Buy	59,914 +129	+0.2%	+$21.7K	5.29%	4
2021 Q4	$10.3M	Sell	59,785 -933	-2%	-$147K	5.12%	4
2021 Q3	$8.59M	Sell	60,718 -5,410	-8%	-$796K	4.6%	4
2021 Q2	$9.26M	Sell	66,128 -3,024	-4%	-$392K	4.85%	4
2021 Q1	$8.73M	Sell	69,152 -1,610	-2%	-$207K	4.95%	4
2020 Q4	$9.19M	Buy	+70,762	New	+$8.51M	5.28%	4

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

WC Walker & Associates's AAPL Position: Q4 2022 in Review

WC Walker & Associates increased its Apple (AAPL) stake by 4.3% in Q4 2022, buying an estimated $374K and bringing the position to 63,847 shares worth $9.51M. The position accounts for 5.04% of the portfolio, ranked #5.

WC Walker & Associates first reported a position in AAPL in Q4 2020 and has held it in 9 quarters since. The position peaked at $10.3M in Q4 2021. 4,545 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

WC Walker & Associates held 63,847 shares of Apple worth $9.51M as of Q4 2022.
WC Walker & Associates bought 2,617 Apple shares in Q4 2022, an estimated $374K.
Apple made up 5.04% of WC Walker & Associates's portfolio in Q4 2022, its #5 holding.
WC Walker & Associates first reported a position in Apple in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's Apple position peaked at $10.3M in Q4 2021.
4,545 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.