Downshift Financial »

Apple shares owned by Downshift Financial

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

Historical chart of Downshift Financial investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Downshift Financial 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 Downshift Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $473k 1.7k 276.17

More positions owned by Downshift Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Total (IXUS)
Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPTI)

View all positions for Downshift Financial

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