WMS
AAPL icon

Wealth Management Solutions’s Apple AAPL Stock Holding History

Wealth Management Solutions’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 		$2.59M Buy
15,147
+10
+0.1% +$1.83K 1.78% 10
2023
Q2 		$2.94M Sell
15,137
-2,235
-13% -$389K 1.91% 10
2023
Q1 		$2.86M Sell
17,372
-591
-3% -$87.2K 1.65% 11
2022
Q4 		$2.33M Sell
17,963
-691
-4% -$98.8K 1.23% 15
2022
Q3 		$2.58M Buy
18,654
+13
+0.1% +$2.04K 1.5% 13
2022
Q2 		$2.55M Sell
18,641
-397
-2% -$60.1K 1.44% 16
2022
Q1 		$3.32M Buy
19,038
+63
+0.3% +$10.6K 1.73% 18
2021
Q4 		$3.37M Buy
+18,975
New +$3M 1.73% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Management Solutions's AAPL Position: Q3 2023 in Review

Wealth Management Solutions increased its Apple (AAPL) stake by 0.07% in Q3 2023, buying an estimated $1.83K and bringing the position to 15,147 shares worth $2.59M. The position accounts for 1.78% of the portfolio, ranked #10.

Wealth Management Solutions first reported a position in AAPL in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.37M in Q4 2021. 4,605 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • Wealth Management Solutions held 15,147 shares of Apple worth $2.59M as of Q3 2023.
  • Wealth Management Solutions bought 10 Apple shares in Q3 2023, an estimated $1.83K.
  • Apple made up 1.78% of Wealth Management Solutions's portfolio in Q3 2023, its #10 holding.
  • Wealth Management Solutions first reported a position in Apple in Q4 2021 and has held it in 8 quarters since.
  • Wealth Management Solutions's Apple position peaked at $3.37M in Q4 2021.
  • 4,605 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.