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Apple shares owned by Apex Wealth Management

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

Historical chart of Apex Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Apex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 8.6k 255.52
2025-09-30 $3.2M 13k 254.62
2025-06-30 $2.6M 13k 205.16
2025-03-31 $2.7M 12k 222.13

More positions owned by Apex Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Fidelity Covington Trust Intl Multifactor (FDEV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Amazon (AMZN)
Tesla Motors (TSLA)
Apple (AAPL)

View all positions for Apex Wealth Management

Top funds holding Apple

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

View all funds holding Apple