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Apple shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 11k 171.48
2023-12-31 $2.9M 15k 192.54
2023-09-30 $2.4M 14k 171.19
2023-03-31 $2.7M 17k 164.90
2022-12-31 $2.8M 21k 129.94
2022-09-30 $2.8M 20k 138.20
2022-06-30 $2.8M 21k 136.70
2022-03-31 $3.8M 22k 174.60
2021-12-31 $3.5M 20k 177.55
2021-03-31 $4.9M 40k 122.14
2020-12-31 $5.2M 39k 132.70

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Southern Company (SO)
Us Bancorp Del Com New (USB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for OneAscent Wealth Management

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