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Apple shares owned by Core Wealth Management

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

Historical chart of Core Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Core Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $500k 2.9k 171.48
2023-12-31 $322k 1.7k 192.53
2023-09-30 $286k 1.7k 171.21
2023-06-30 $317k 1.6k 193.97
2023-03-31 $265k 1.6k 164.90

More positions owned by Core Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
McDonald's Corporation (MCD)
Nextera Energy (NEE)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Global Real Est (DFGR)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for Core Wealth Management

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Susquehanna International
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company

View all funds holding Apple