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Apple shares owned by Bull Oak Capital

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Bull Oak Capital from 13F filings

Historical chart of Bull Oak Capital investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Bull Oak Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $56k 328 171.41
2023-12-31 $34M 175k 192.53
2023-09-30 $56k 327 171.21
2022-03-31 $262k 1.5k 174.67

More positions owned by Bull Oak Capital

Ishares Core S&p 500 Etf Etf (IVV)
American Century Etf Trust Avantis U S Equity Etf Etf (AVUS)
Ishares Trust Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Tr Core Msci Eafe Etf Etf (IEFA)
Spdr Series Trust Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Spdr Series Trust Spdr Portfolio S&p 500 Etf Etf (SPLG)
American Century Etf Trust Avantis U S Small Cap Value Etf Etf (AVUV)
Ishares Trust Ishares U S Treasury Bond Etf Etf (GOVT)
Vanguard Index Funds Vanguard Mid-cap Etf Etf (VO)
Alpha Architect Etf Tr Freedom 100 Emerging Markets Etf Etf (FRDM)
Vanguard Short Term Bond Etf Etf (BSV)
American Century Etf Trust Avantis International Small Cap Value Etf Etf (AVDV)
Proshares Trust Proshares Bitcoin Strategy Etf Etf (BITO)
Intuit Equity (INTU)
Microsoft Corp Equity (MSFT)

View all positions for Bull Oak Capital

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