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Apple shares owned by CogentBlue Wealth Advisors

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

Historical chart of CogentBlue Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by CogentBlue Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 13k 254.62
2025-06-30 $2.1M 10k 205.16
2025-03-31 $2.8M 13k 222.13
2024-12-31 $2.0M 8.1k 250.41

More positions owned by CogentBlue Wealth Advisors

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for CogentBlue Wealth Advisors

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