Brass Tax Wealth Management »

Apple shares owned by Brass Tax Wealth Management

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

Historical chart of Brass Tax Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.4M 12k 210.61
2024-03-31 $6.6M 39k 171.48

More positions owned by Brass Tax Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Acwi Etf (ACWI)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Global 100 Etf (IOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Brass Tax Wealth Management

Top funds holding Apple

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

View all funds holding Apple