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Apple shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio Management investment in Apple

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

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Quarterly reported holdings in Apple by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $143M 560k 254.63
2025-06-30 $110M 535k 205.17
2025-03-31 $116M 521k 222.13
2024-12-31 $129M 514k 250.42
2024-09-30 $115M 491k 233.00
2024-06-30 $100M 474k 210.62
2024-03-31 $77M 448k 171.48
2023-12-31 $85M 440k 192.53
2023-09-30 $75M 438k 171.21
2023-06-30 $73M 374k 193.97
2023-03-31 $66M 402k 164.90
2022-12-31 $45M 350k 129.93
2022-09-30 $65M 472k 138.20
2022-06-30 $48M 349k 136.72
2022-03-31 $62M 356k 174.61
2021-12-31 $58M 325k 177.57
2021-09-30 $38M 269k 141.50
2021-06-30 $34M 246k 136.96
2021-03-31 $29M 235k 122.15
2020-12-31 $24M 183k 132.69
2020-09-30 $3.4M 134k 25.71
2020-06-30 $4.0M 37k 110.00
2020-03-31 $7.7M 30k 254.29
2019-12-31 $8.7M 30k 293.66
2019-09-30 $6.5M 29k 223.98
2019-06-30 $5.9M 30k 197.93
2019-03-31 $5.8M 31k 189.96
2018-12-31 $5.3M 34k 157.74
2018-09-30 $7.8M 35k 225.75
2018-06-30 $4.5M 24k 185.12
2018-03-31 $4.1M 25k 167.79
2017-12-31 $3.9M 23k 169.21
2017-09-30 $2.2M 14k 154.08
2017-06-30 $1.8M 13k 144.05
2016-12-31 $1.2M 10k 115.86

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

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