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Apple shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $114M 505k 225.65
2024-06-30 $102M 483k 210.62
2024-03-31 $65M 395k 164.56
2023-12-31 $74M 400k 184.86

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Apple

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple