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Apple shares owned by Adams Chetwood Wealth Management

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

Historical chart of Adams Chetwood Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Adams Chetwood Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $3.1M 18k 174.61
2021-12-31 $3.2M 18k 177.57
2021-09-30 $2.5M 18k 141.49
2021-06-30 $2.6M 19k 136.98
2021-03-31 $2.3M 19k 122.16
2020-12-31 $2.5M 19k 132.71
2020-09-30 $2.4M 21k 115.83
2020-06-30 $1.8M 5.1k 364.84
2020-03-31 $1.6M 5.1k 310.11
2019-12-31 $1.5M 5.0k 293.73

More positions owned by Adams Chetwood Wealth Management

Dimensional Etf Trust Short Duration F (DFSD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Ishares Tr Msci Intl Qualty (IQLT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Amazon (AMZN)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)
Apple (AAPL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)

View all positions for Adams Chetwood 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