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Apple shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 6.2k 194.49
2023-09-30 $1.1M 6.3k 177.16
2023-06-30 $926k 4.9k 189.77
2023-03-31 $727k 4.3k 167.44

More positions owned by Instrumental Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Developed Mrkt (ICOW)
Etf Managers Tr Prime Cybr Scrty
Vanguard Index Fds Real Estate Etf (VNQ)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Gl Clean Ene Etf (ICLN)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Instrumental 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