Newfound Research »

Apple shares owned by Newfound Research

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

Historical chart of Newfound Research investment in Apple

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Newfound Research

Quarter filed Position value Share count Share price at filing
2022-09-30 $67k 484 138.43
2022-03-31 $83k 473 175.48
2021-12-31 $167k 940 177.66
2021-09-30 $77k 543 141.80

More positions owned by Newfound Research

Ishares 1 3 Yr Tread Bd (SHY)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Msci Usa Mmentm (MTUM)
J P Morgan Exchange-traded F Us Momentum (JMOM)
Fidelity Covington Trust Momentum Factr (FDMO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Us Qualty Fctr (JQUA)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Fidelity Covington Trust Low Volity Etf (FDLO)
Select Select Spdr Tr Technology (XLK)
Select Select Spdr Tr Sbi Cons Discr (XLY)

View all positions for Newfound Research

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
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple