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Wheatland Advisors’s Apple AAPL Stock Holding History

Wheatland 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
2020
Q2 		$272K Buy
+2,988
New +$232K 1.13% 31
2020
Q1 		– Sell
-3,060
Closed -$225K – 37
2019
Q4 		$225K Sell
3,060
-2,060
-40% -$133K 0.29% 84
2019
Q3 		$287K Sell
5,120
-2,260
-31% -$118K 0.26% 81
2019
Q2 		$365K Hold
7,380
– – 0.28% 78
2019
Q1 		$350K Buy
+7,380
New +$313K 0.27% 80

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wheatland Advisors's AAPL Position: Q2 2020 in Review

Wheatland Advisors opened a new position in Apple (AAPL) in Q2 2020: 2,988 shares worth $272K. The stake represents 1.13% of the portfolio and ranks #31 among its holdings. This is a return to the name: Wheatland Advisors previously reported a position in AAPL as recently as Q4 2019.

Wheatland Advisors first reported a position in AAPL in Q1 2019 and has held it in 5 quarters since. The position peaked at $365K in Q2 2019. 3,409 funds tracked by Wall St. Rank hold AAPL as of Q2 2020.

  • Wheatland Advisors held 2,988 shares of Apple worth $272K as of Q2 2020.
  • Apple was a new Wheatland Advisors position in Q2 2020.
  • Apple made up 1.13% of Wheatland Advisors's portfolio in Q2 2020, its #31 holding.
  • Wheatland Advisors first reported a position in Apple in Q1 2019 and has held it in 5 quarters since.
  • Wheatland Advisors's Apple position peaked at $365K in Q2 2019.
  • 3,409 funds tracked by Wall St. Rank held Apple as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.