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Apple shares owned by BWM Planning

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

Historical chart of BWM Planning investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by BWM Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 47k 233.00

More positions owned by BWM Planning

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis All Int (AVNM)
Proshares Tr Sp500 Ex Enrgy (SPXE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ea Series Trust Us Quan Value (QVAL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ea Series Trust Us Quan Momentum (QMOM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for BWM Planning

Top funds holding Apple

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

View all funds holding Apple