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Apple shares owned by Cypress Financial Planning

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

Historical chart of Cypress Financial Planning investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 7.9k 171.48
2023-12-31 $1.3M 6.9k 181.91
2023-09-30 $1.3M 7.5k 171.21
2023-06-30 $1.5M 7.6k 192.46
2023-03-31 $1.3M 7.7k 166.17
2022-12-31 $976k 7.8k 125.07
2022-09-30 $1.0M 7.5k 138.17
2022-06-30 $1.0M 7.5k 136.76

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Morgan Stanley Com New (MS)
Discover Financial Services (DFS)

View all positions for Cypress Financial Planning

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