SEC 13F Intelligence

Altavista Wealth Management, Inc. / AAPL

Altavista Wealth Management, Inc.’s Apple Inc Position

Does Altavista Wealth Management, Inc. own Apple Inc (AAPL)? Yes139.1K shares worth $25M (+4.99% of its 13F portfolio) as of Q4 2021, up from 138.4K shares the prior filed quarter.

Position Value
$25M
Q4 2021
Shares
139.1K
% of Portfolio
+4.99%
Quarters Held
13
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $8MQ2 ’19: $8MQ2 ’19Q3 ’19: $10MQ4 ’19: $12MQ4 ’19Q1 ’20: $10MQ2 ’20: $14MQ2 ’20Q3 ’20: $17MQ4 ’20: $19MQ4 ’20Q1 ’21: $17MQ2 ’21: $19MQ2 ’21Q3 ’21: $20MQ4 ’21: $25MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021139.1K$25M+4.99%
Q3 2021138.4K$20M+4.35%
Q2 2021137.3K$19M+4.10%
Q1 2021136.2K$17M+4.06%
Q4 2020141.2K$19M+4.75%
Q3 2020144.0K$17M+4.59%
Q2 202038.6K$14M+4.08%
Q1 202041.1K$10M+3.57%
Q4 201941.7K$12M+3.64%
Q3 201942.6K$10M+2.96%
Q2 201938.7K$8M+2.45%
Q1 201940.2K$8M+2.70%
Q4 201840.1K$6M+2.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Altavista Wealth Management, Inc.’s full portfolio or all institutional holders of AAPL.