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Apple shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 6.1k 254.63
2025-06-30 $1.1M 5.5k 205.17
2025-03-31 $1.2M 5.4k 222.13
2024-12-31 $1.4M 5.4k 250.42

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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