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Apple shares owned by BFI Wealth Solutions

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

Historical chart of BFI Wealth Solutions investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by BFI Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $317k 1.2k 271.96

More positions owned by BFI Wealth Solutions

Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)
Schwab Strategic Tr Fundamental Intl (FNDF)
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Fundamental Intl (FNDC)
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr U S Equity Factr (LRGF)

View all positions for BFI Wealth Solutions

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Northern Trust
Goldman Sachs Group
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International
Wellington Management Company

View all funds holding Apple