Axim Planning & Wealth »

Apple shares owned by Axim Planning & Wealth

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Axim Planning & Wealth from 13F filings

Historical chart of Axim Planning & Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Axim Planning & Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Axim Planning & Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $216k 1.3k 171.48
2023-12-31 $232k 1.2k 192.53
2022-09-30 $85k 613 138.66
2022-06-30 $56k 413 135.59

More positions owned by Axim Planning & Wealth

Ehang Hldgs Ads (EH)
Kraneshares Trust Csi Chi Internet (KWEB)
Carnival Corp Unit 99/99/9999 (CCL)
John Hancock Pref. Income Fund II (HPF)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Us Bancorp Del Com New (USB)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Drawdown (ADME)
Etf Ser Solutions Aptus Defined (DRSK)
Philip Morris International (PM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Mondelez Intl Cl A (MDLZ)
Caterpillar (CAT)

View all positions for Axim Planning & Wealth

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