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Wealth Advisors’s Apple AAPL Stock Holding History

Wealth Advisors’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
-11,500
Closed -$318K – 59
2022
Q1 		$318K Buy
+11,500
New +$1.93M 0.12% 51
2021
Q4 		– Sell
-16,100
Closed -$198K – 69
2021
Q3 		$198K Buy
16,100
+4,000
+33% +$589K 0.08% 70
2021
Q2 		$294K Sell
12,100
-13,400
-53% -$1.74M 0.11% 54
2021
Q1 		$833K Buy
25,500
+12,900
+102% +$1.66M 0.33% 33
2020
Q4 		$779K Buy
12,600
+4,100
+48% +$493K 0.34% 33
2020
Q3 		$529K Sell
8,500
-31,500
-79% -$3.44M 0.25% 42
2020
Q2 		$1.23M Hold
40,000
– – 0.65% 24
2020
Q1 		$494K Buy
+40,000
New +$2.94M 0.33% 36

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Advisors's AAPL Position: Q3 2023 in Review

Wealth Advisors increased its Apple (AAPL) stake by 1.1% in Q3 2023, buying an estimated $602K and bringing the position to 300,800 shares worth $51.5M. The position accounts for 23.06% of the portfolio, ranked #1.

Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 16 quarters since. The position peaked at $56.5M in Q2 2023. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • Wealth Advisors held 300,800 shares of Apple worth $51.5M as of Q3 2023.
  • Wealth Advisors bought 3,284 Apple shares in Q3 2023, an estimated $602K.
  • Apple made up 23.06% of Wealth Advisors's portfolio in Q3 2023, its #1 holding.
  • Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 16 quarters since.
  • Wealth Advisors's Apple position peaked at $56.5M in Q2 2023.
  • 4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.