SEC 13F Intelligence

Willingdon Wealth Management / AAPL

Willingdon Wealth Management’s Apple Inc Position

Does Willingdon Wealth Management own Apple Inc (AAPL)? Yes — 69.1K shares worth $18M (+4.43% of its 13F portfolio) as of Q1 2020, down from 78.3K shares the prior filed quarter.

Position Value
$18M
Q1 2020
Shares
69.1K
% of Portfolio
+4.43%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $17MQ1 ’19Q2 ’19: $17MQ2 ’19Q3 ’19: $19MQ3 ’19Q4 ’19: $23MQ4 ’19Q1 ’20: $18MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202069.1K$18M+4.43%
Q4 201978.3K$23M+4.73%
Q3 201984.0K$19M+4.13%
Q2 201986.5K$17M+3.97%
Q1 201989.2K$17M+4.16%
Q4 201834.5K$5M+1.57%

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