DKM Wealth Management »

Apple shares owned by DKM Wealth Management

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

Historical chart of DKM Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by DKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 23k 254.63
2025-06-30 $4.4M 21k 205.17
2025-03-31 $4.8M 21k 222.13
2024-12-31 $5.3M 21k 250.42

More positions owned by DKM Wealth Management

Thornburg Income Builder (TBLD)
T Rowe Price Etf Cap Appreciation (TCAF)
Source Capital Com Shs Of Ben I (SOR)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Nuveen Ins Ca Tx Fr Adv Mun (NKX)
Trust For Professional Man Performance Tr S (STBF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Rbb Fund Trust Tweedy Browne (COPY)

View all positions for DKM 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