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Welch Investments’s Apple AAPL Stock Holding History

Welch Investments’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
2017
Q4 		$325K Buy
7,688
+60
+0.8% +$2.51K 0.21% 35
2017
Q3 		$294K Buy
7,628
+1,200
+19% +$46.6K 0.2% 35
2017
Q2 		$231K Buy
6,428
+92
+1% +$3.4K 0.17% 40
2017
Q1 		$228K Buy
6,336
+1,288
+26% +$42.4K 0.18% 40
2016
Q4 		$146K Buy
+5,048
New +$143K 0.13% 42

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Welch Investments's AAPL Position: Q4 2017 in Review

Welch Investments increased its Apple (AAPL) stake by 0.79% in Q4 2017, buying an estimated $2.51K and bringing the position to 7,688 shares worth $325K. The position accounts for 0.21% of the portfolio, ranked #35.

Welch Investments first reported a position in AAPL in Q4 2016 and has held it in 5 quarters since. 2,806 funds tracked by Wall St. Rank hold AAPL as of Q4 2017.

  • Welch Investments held 7,688 shares of Apple worth $325K as of Q4 2017.
  • Welch Investments bought 60 Apple shares in Q4 2017, an estimated $2.51K.
  • Apple made up 0.21% of Welch Investments's portfolio in Q4 2017, its #35 holding.
  • Welch Investments first reported a position in Apple in Q4 2016 and has held it in 5 quarters since.
  • 2,806 funds tracked by Wall St. Rank held Apple as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.