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Apple shares owned by Betterment

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

Historical chart of Betterment investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Betterment

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 27k 233.02
2024-06-30 $5.0M 24k 210.64
2024-03-31 $3.9M 23k 171.46
2023-12-31 $663k 3.4k 192.56
2023-09-30 $575k 3.4k 171.23

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Jpmorgan Chase & Co
Legal & General Group
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Bank of America Corporation
Wellington Management Company
Charles Schwab Investment Management

View all funds holding Apple