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Apple shares owned by Balance Wealth

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

Historical chart of Balance Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 9.3k 254.64
2025-06-30 $1.2M 6.0k 205.18
2025-03-31 $1.3M 6.0k 222.13

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

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