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Apple shares owned by Advisory Services & Investments

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Advisory Services & Investments from 13F filings

Historical chart of Advisory Services & Investments investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Advisory Services & Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Advisory Services & Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $591k 3.4k 171.49
2023-09-30 $601k 3.5k 171.22
2023-03-31 $295k 1.8k 164.92
2022-09-30 $274k 2.0k 137.97
2022-03-31 $343k 2.0k 174.64

More positions owned by Advisory Services & Investments

Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Pimco Etf Tr Active Bd Etf (BOND)
United Parcel Service CL B (UPS)
Dimensional Etf Trust Us Sustainabilty (DFSU)

View all positions for Advisory Services & Investments

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