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Apple shares owned by AG Asset Advisory

Quarter-by-quarter ownership of Apple (AAPL) shares owned by AG Asset Advisory from 13F filings

Historical chart of AG Asset Advisory investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by AG Asset Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by AG Asset Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 4.2k 254.63
2025-06-30 $874k 4.3k 205.17
2025-03-31 $947k 4.3k 222.13
2024-12-31 $1.1M 4.3k 250.42

More positions owned by AG Asset Advisory

Meta Platforms Cl A (META)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Kayne Anderson Bdc Com Shs (KBDC)
Dimensional Etf Trust Internatnal Val (DFIV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
PIMCO Corporate Income Fund (PCN)
Amazon (AMZN)
PIMCO Corporate Opportunity Fund (PTY)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Kayne Anderson MLP Investment (KYN)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for AG Asset Advisory

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International

View all funds holding Apple