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Apple shares owned by Bannerman Wealth Management Group

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

Historical chart of Bannerman Wealth Management Group investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Bannerman Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $552k 2.2k 254.63
2025-06-30 $373k 1.8k 205.17
2025-03-31 $299k 1.3k 222.13

More positions owned by Bannerman Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Emerging Mkt Val (AVES)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Real Estate E (DFAR)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Bannerman Wealth Management Group

Top funds holding Apple

Vanguard Group
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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