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Apple shares owned by Bennett Associates Wealth Management

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

Historical chart of Bennett Associates Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Bennett Associates Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $329k 1.9k 171.48

More positions owned by Bennett Associates Wealth Management

First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Core Msci Emkt (IEMG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Bennett Associates Wealth Management

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Susquehanna International
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company

View all funds holding Apple