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Apple shares owned by Avalon Advisory Group

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

Historical chart of Avalon Advisory Group investment in Apple

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

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Quarterly reported holdings in Apple by Avalon Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $657k 2.6k 250.42
2024-06-30 $552k 2.6k 210.62
2024-03-31 $482k 2.8k 171.48
2022-09-30 $256k 1.9k 138.23
2022-06-30 $253k 1.8k 136.90

More positions owned by Avalon Advisory Group

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Bok Finl Corp Com New (BOKF)
Fifth Third Ban (FITB)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
WesBan (WSBC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Avalon Advisory Group

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Jpmorgan Chase & Co
Legal & General Group
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Bank of America Corporation
Wellington Management Company
Charles Schwab Investment Management

View all funds holding Apple