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Apple shares owned by Ballast Financial Advisors

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

Historical chart of Ballast Financial Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Ballast Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $363k 1.4k 253.85

More positions owned by Ballast Financial Advisors

Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Ballast Financial Advisors

Top funds holding Apple

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
FMR
Morgan Stanley
Berkshire Hathaway
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Apple