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Apple shares owned by Causey Wealth

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

Historical chart of Causey Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Causey Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3M 13k 253.79
2025-12-31 $2.9M 11k 271.87

More positions owned by Causey Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr International Sl (ISCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Vanguard World Extended Dur (EDV)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Global Reit Etf (REET)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Causey Wealth

Top funds holding Apple

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
FMR
Berkshire Hathaway
Norges Bank Investment Management
Northern Trust
Goldman Sachs Group
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon

View all funds holding Apple