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Apple shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 29k 254.63
2025-06-30 $6.1M 30k 205.17
2025-03-31 $7.1M 32k 222.14
2024-12-31 $8.2M 33k 250.42

More positions owned by Comprehensive Financial Planning

Janus Henderson Aaa Clo Etf Uie (JAAA)
Apple (AAPL)
Facebook Inc cl a (META)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Etf Uie (VOO)
Invsc S P 500 Top 50 Etf Uie (XLG)
Ishares Core S&p 500 Etf Uie (IVV)
Jpmorgan Active Growth Etf Uie (JGRO)
Amazon (AMZN)
T Rowe Price Blue Chip Growth Etf Uie (TCHP)
Spdr S&p 500 Etf Uie (SPY)
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW)
Ishares S&p 500 Growth Etf Uie (IVW)
Schwab Us Large Cap Growth Etf Uie (SCHG)

View all positions for Comprehensive Financial Planning

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