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Apple shares owned by Crux Wealth Advisors

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

Historical chart of Crux Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Crux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3M 12k 271.85
2025-09-30 $3.2M 13k 254.63
2025-06-30 $2.6M 13k 205.16

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Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Meta Platforms Cl A (META)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
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Alphabet Cap Stk Cl A (GOOGL)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)

View all positions for Crux Wealth Advisors

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Norges Bank Investment Management
Northern Trust
Goldman Sachs Group
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Wellington Management Company

View all funds holding Apple