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Apple shares owned by Bennett Associates Wealth Management

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

Historical chart of Bennett Associates Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Bennett Associates Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $434k 1.7k 254.63
2025-06-30 $361k 1.8k 205.17
2025-03-31 $341k 1.5k 222.13
2024-12-31 $384k 1.5k 250.42
2024-03-31 $329k 1.9k 171.48

More positions owned by Bennett Associates Wealth Management

First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard World Mega Grwth Ind (MGK)
First Tr Exchange-traded SHS (FDL)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Lattice Strategies Tr Hartford Mlt Etf (RODM)

View all positions for Bennett Associates Wealth Management

Top funds holding Apple

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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