SEC 13F Intelligence

Minot Wealth Management LLC / AAPL

Minot Wealth Management LLC’s Apple Inc Position

Does Minot Wealth Management LLC own Apple Inc (AAPL)? Yes — 177.9K shares worth $24M (+6.25% of its 13F portfolio) as of Q2 2022, up from 177.1K shares the prior filed quarter.

Position Value
$24M
Q2 2022
Shares
177.9K
% of Portfolio
+6.25%
Quarters Held
11
currently held

Position History AAPL

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $4MQ2 ’20: $6MQ2 ’20Q3 ’20: $14MQ4 ’20: $17MQ4 ’20Q1 ’21: $17MQ2 ’21: $23MQ2 ’21Q3 ’21: $25MQ4 ’21: $32MQ4 ’21Q1 ’22: $31MQ2 ’22: $24MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2022177.9K$24M+6.25%
Q1 2022177.1K$31M+6.66%
Q4 2021177.5K$32M+6.07%
Q3 2021178.8K$25M+5.47%
Q2 2021161.2K$23M+5.13%
Q1 2021136.2K$17M+4.25%
Q4 2020129.1K$17M+5.11%
Q3 2020122.6K$14M+5.35%
Q2 202017.4K$6M+3.18%
Q1 202015.0K$4M+2.74%
Q4 20199.6K$3M+1.38%

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