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Apple shares owned by CPA Asset Management

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

Historical chart of CPA Asset Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by CPA Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 18k 192.48
2023-09-30 $3.5M 20k 171.21
2023-06-30 $3.9M 20k 193.97
2023-03-31 $3.8M 23k 164.90
2022-12-31 $2.2M 17k 129.93

More positions owned by CPA Asset Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us High Profitab (DUHP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
McDonald's Corporation (MCD)
Caterpillar (CAT)
Vanguard Specialized Funds Div App Etf (VIG)
Becton, Dickinson and (BDX)

View all positions for CPA Asset 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
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple