Axis Wealth Partners »

Apple shares owned by Axis Wealth Partners

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

Historical chart of Axis Wealth Partners investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Axis Wealth Partners 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 Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 15k 254.63
2025-06-30 $2.2M 11k 205.18
2025-03-31 $2.3M 10k 222.12
2024-12-31 $2.6M 10k 250.42

More positions owned by Axis Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Axis Wealth Partners

Top funds holding Apple

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

View all funds holding Apple