Compass Financial Management »

Apple shares owned by Compass Financial Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Compass Financial 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $26M 86k 299.54

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Apple

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
FMR
Morgan Stanley
Berkshire Hathaway
T. Rowe Price Associates
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Invesco
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Apple