Blue Bell Private Wealth Management »

Apple shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 20k 171.48
2023-12-31 $3.7M 19k 192.53
2023-09-30 $2.8M 16k 171.21
2023-06-30 $3.4M 17k 193.97
2023-03-31 $2.3M 14k 164.90
2022-12-31 $2.0k 15k 0.13
2022-09-30 $2.2M 16k 138.22
2022-06-30 $2.3M 16k 140.00
2022-03-31 $2.6M 15k 174.60
2021-12-31 $2.4M 14k 177.60

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
Berkshire Hathaway
Geode Capital Management
FMR
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Bank of New York Mellon
Bank of America Corporation
Goldman Sachs Group
Charles Schwab Investment Management
Nuveen Asset Management

View all funds holding Apple