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Apple shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning Group investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 19k 233.67
2024-03-31 $3.0M 17k 183.38
2023-12-31 $3.4M 18k 192.53
2023-09-30 $2.6M 15k 171.21
2023-06-30 $2.3M 12k 193.98
2022-12-31 $3.3M 25k 135.27

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)

View all positions for Cornerstone Planning Group

Top funds holding Apple

BlackRock
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Bank of America Corporation
Charles Schwab Investment Management
Capital Research Global Investors
Susquehanna International
Citadel Advisors
Invesco
Royal Bank of Canada
Wells Fargo & Company

View all funds holding Apple