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Wechter Feldman Wealth Management’s Apple AAPL Stock Holding History

Wechter Feldman Wealth 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
2021
Q2 		$1.11M Sell
8,124
-1,400
-15% -$181K 0.78% 12
2021
Q1 		$1.16M Hold
9,524
– – 0.86% 12
2020
Q4 		$1.26M Hold
9,524
– – 0.94% 12
2020
Q3 		$1.1M Buy
9,524
+508
+6% +$55.4K 0.87% 12
2020
Q2 		$822K Buy
9,016
+40
+0.4% +$3.1K 0.75% 14
2020
Q1 		$571K Sell
8,976
-3,180
-26% -$234K 1.39% 14
2019
Q4 		$892K Buy
12,156
+4
+0% +$257 0.59% 20
2019
Q3 		$680K Buy
12,152
+4
+0% +$209 0.43% 21
2019
Q2 		$601K Buy
12,148
+8
+0.1% +$390 0.4% 22
2019
Q1 		$577K Buy
12,140
+4
+0% +$170 0.38% 23
2018
Q4 		$479K Buy
12,136
+8
+0.1% +$388 0.46% 22
2018
Q3 		$685K Buy
12,128
+456
+4% +$23.7K 0.42% 27
2018
Q2 		$540K Buy
11,672
+2,628
+29% +$119K 0.37% 23
2018
Q1 		$379K Buy
9,044
+288
+3% +$12.4K 0.27% 23
2017
Q4 		$370K Buy
8,756
+1,404
+19% +$58.7K 0.26% 22
2017
Q3 		$283K Buy
7,352
+404
+6% +$15.7K 0.22% 20
2017
Q2 		$250K Buy
6,948
+8
+0.1% +$296 0.2% 23
2017
Q1 		$249K Sell
6,940
-1,912
-22% -$63K 0.17% 29
2016
Q4 		$256K Buy
+8,852
New +$251K 0.17% 27

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wechter Feldman Wealth Management's AAPL Position: Q2 2021 in Review

Wechter Feldman Wealth Management reduced its Apple (AAPL) stake by 15% in Q2 2021, selling an estimated $181K and leaving 8,124 shares worth $1.11M. The position accounts for 0.78% of the portfolio, ranked #12.

Wechter Feldman Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 19 quarters since. The position peaked at $1.26M in Q4 2020. 3,862 funds tracked by Wall St. Rank hold AAPL as of Q2 2021.

  • Wechter Feldman Wealth Management held 8,124 shares of Apple worth $1.11M as of Q2 2021.
  • Wechter Feldman Wealth Management sold 1,400 Apple shares in Q2 2021, an estimated $181K.
  • Apple made up 0.78% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #12 holding.
  • Wechter Feldman Wealth Management first reported a position in Apple in Q4 2016 and has held it in 19 quarters since.
  • Wechter Feldman Wealth Management's Apple position peaked at $1.26M in Q4 2020.
  • 3,862 funds tracked by Wall St. Rank held Apple as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.