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Apple shares owned by AGH Wealth Advisors

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

Historical chart of AGH Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by AGH Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 21k 254.63
2025-06-30 $4.8M 24k 205.17
2025-03-31 $5.4M 24k 222.13
2024-12-31 $6.2M 25k 250.42

More positions owned by AGH Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for AGH Wealth Advisors

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