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Apple shares owned by Fortune Financial Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Fortune Financial Advisors from 13F filings

Historical chart of Fortune Financial Advisors investment in Apple

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All positions including Apple held by Fortune Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 24k 171.48
2023-12-31 $4.8M 25k 192.53
2023-09-30 $4.3M 25k 171.20

More positions owned by Fortune Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Mastercard Incorporated Cl A (MA)
Fortinet (FTNT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Alphabet Cap Stk Cl A (GOOGL)
Novo-nordisk A S Adr (NVO)
JPMorgan Chase & Co. (JPM)
Apollo Global Mgmt (APO)
Blackstone Group Inc Com Cl A (BX)
Amazon (AMZN)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Fortune Financial Advisors

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