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Apple shares owned by David Wealth Management

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

Historical chart of David Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by David Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.7M 8.3k 205.16
2025-03-31 $1.4M 6.5k 222.14
2024-12-31 $1.6M 6.5k 250.37

More positions owned by David Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Danaher Corporation (DHR)
NVIDIA Corporation (NVDA)
Truist Financial Corp equities (TFC)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Marriott Intl Cl A (MAR)

View all positions for David Wealth Management

Top funds holding Apple

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

View all funds holding Apple