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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

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Quarterly reported holdings in Apple by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 52k 254.63
2025-06-30 $11M 51k 205.17
2025-03-31 $11M 50k 222.13
2024-12-31 $13M 50k 250.42
2024-09-30 $12M 53k 233.00
2024-06-30 $9.0M 43k 210.62
2024-03-31 $6.6M 39k 171.48

More positions owned by Brass Tax Wealth Management

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Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
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