Wyrmwood Management’s Apple AAPL Stock Holding History

Wyrmwood 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
2023 Q4	$32.5K	Buy	169 +69	+69%	+$12.7K	31.14%	1
2023 Q3	$19.8K	Buy	+100	New	+$18.3K	46.73%	1

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wyrmwood Management's AAPL Position: Q4 2023 in Review

Wyrmwood Management increased its Apple (AAPL) stake by 69% in Q4 2023, buying an estimated $12.7K and bringing the position to 169 shares worth $32.5K. The position accounts for 31.14% of the portfolio, ranked #1.

Wyrmwood Management first reported a position in AAPL in Q3 2023 and has held it in 2 quarters since. 4,966 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

Wyrmwood Management held 169 shares of Apple worth $32.5K as of Q4 2023.
Wyrmwood Management bought 69 Apple shares in Q4 2023, an estimated $12.7K.
Apple made up 31.14% of Wyrmwood Management's portfolio in Q4 2023, its #1 holding.
Wyrmwood Management first reported a position in Apple in Q3 2023 and has held it in 2 quarters since.
4,966 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Wyrmwood Management's 13F filing for Q4 2023, filed 2 Jan 2024.