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Apple shares owned by BKM Wealth Management

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

Historical chart of BKM Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 45k 233.00
2024-06-30 $4.8M 23k 210.63
2024-03-31 $7.7M 45k 171.48
2023-12-31 $8.4M 44k 192.53

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
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Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
International Assets Investment Management
Nuveen Asset Management
Susquehanna International

View all funds holding Apple