SEC 13F Intelligence

Aevitas Wealth Management, Inc. / AAPL

Aevitas Wealth Management, Inc.’s Apple Inc Position

Does Aevitas Wealth Management, Inc. own Apple Inc (AAPL)? Yes59.1K shares worth $8M (+4.55% of its 13F portfolio) as of Q4 2022, down from 62.7K shares the prior filed quarter.

Position Value
$8M
Q4 2022
Shares
59.1K
% of Portfolio
+4.55%
Quarters Held
17
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ3 ’19Q4 ’19: $6MQ1 ’20: $5MQ2 ’20: $7MQ2 ’20Q3 ’20: $8MQ4 ’20: $9MQ1 ’21: $9MQ1 ’21Q2 ’21: $10MQ3 ’21: $10MQ4 ’21: $12MQ4 ’21Q1 ’22: $11MQ2 ’22: $9MQ3 ’22: $9MQ3 ’22Q4 ’22: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202259.1K$8M+4.55%
Q3 202262.7K$9M+6.51%
Q2 202265.2K$9M+6.04%
Q1 202265.7K$11M+7.02%
Q4 202170.3K$12M+7.43%
Q3 202171.0K$10M+6.41%
Q2 202171.2K$10M+6.23%
Q1 202172.1K$9M+6.14%
Q4 202069.7K$9M+6.77%
Q3 202071.3K$8M+6.80%
Q2 202018.1K$7M+6.11%
Q1 202019.3K$5M+5.50%
Q4 201919.5K$6M+5.39%
Q3 201919.9K$4M+4.47%
Q2 201920.8K$4M+4.15%
Q1 201921.6K$4M+3.66%
Q4 201822.7K$4M+3.66%

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