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Apple shares owned by ATX Financial Planning

Quarter-by-quarter ownership of Apple (AAPL) shares owned by ATX Financial Planning from 13F filings

Historical chart of ATX Financial Planning investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by ATX Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 6.8k 271.85

More positions owned by ATX Financial Planning

Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Equity Mngd 100 (BFRZ)
Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Proshares Tr Ultrapro Qqq (TQQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for ATX Financial Planning

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Northern Trust
Goldman Sachs Group
Legal & General 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