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Apple shares owned by Lauer Wealth

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Lauer Wealth from 13F filings

Historical chart of Lauer Wealth investment in Apple

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All positions including Apple held by Lauer Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Lauer Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $480k 2.7k 175.04
2023-12-31 $554k 2.9k 193.89
2023-09-30 $550k 3.1k 178.72
2023-06-30 $599k 3.1k 193.22
2023-03-31 $517k 3.1k 165.02

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Tesla Motors (TSLA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Ishares Biotech (IBB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Lauer Wealth

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