Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Apple shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $33M 195k 171.48
2023-09-30 $34M 198k 171.21
2023-06-30 $37M 189k 193.97
2023-03-31 $33M 201k 164.90
2022-12-31 $28M 217k 129.93
2022-09-30 $29M 212k 138.20
2022-06-30 $29M 209k 136.72
2022-03-31 $36M 207k 174.61
2021-12-31 $35M 197k 177.57
2021-09-30 $28M 198k 141.52
2021-06-30 $30M 219k 137.06
2021-03-31 $26M 214k 122.15
2020-12-31 $30M 226k 132.69
2020-09-30 $21M 179k 115.81
2020-06-30 $16M 45k 364.79
2020-03-31 $12M 47k 254.30
2019-12-31 $14M 806k 17.60
2019-09-30 $9.4M 42k 223.95
2019-06-30 $8.0M 41k 197.93
2019-03-31 $6.2M 33k 189.96
2018-12-31 $5.2M 33k 157.74
2018-09-30 $6.5M 29k 225.73
2018-06-30 $5.4M 29k 185.10
2018-03-31 $4.8M 28k 167.78
2017-12-31 $4.7M 28k 169.22
2017-09-30 $4.4M 29k 154.12
2017-06-30 $4.2M 29k 144.02
2017-03-31 $4.0M 28k 143.65
2016-12-31 $3.2M 28k 115.80
2016-09-30 $2.9M 26k 113.07
2016-06-30 $2.5M 26k 95.60
2016-03-31 $2.8M 26k 108.98
2015-12-31 $3.3M 32k 105.25
2015-09-30 $3.5M 32k 110.29
2015-06-30 $3.1M 24k 125.43
2015-03-31 $2.5M 20k 124.43
2014-12-31 $2.1M 19k 110.38
2014-09-30 $1.9M 19k 100.75
2014-06-30 $1.7M 19k 92.92
2014-03-31 $1.3M 2.4k 536.60
2013-12-31 $1.3M 2.3k 561.26
2013-09-30 $1.1M 2.4k 476.51
2013-06-30 $935k 2.4k 396.35

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

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