Duncan Williams Asset Management »

Apple shares owned by Duncan Williams Asset Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Duncan Williams Asset Management from 13F filings

Historical chart of Duncan Williams Asset Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Duncan Williams Asset 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 Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $15M 58k 250.42
2024-09-30 $7.8M 33k 233.00
2024-06-30 $2.4M 12k 210.62
2024-03-31 $2.0M 11k 171.76

More positions owned by Duncan Williams Asset Management

Vanguard Growth Etf Etf (VUG)
Schwab Us Dividend Equity Etf Etf (SCHD)
Apple Stock (AAPL)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Value Etf Etf (VTV)
Microsoft Stock (MSFT)
First Horizon Corporation Stock (FHN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Powershares Qqq Tr Etf (QQQ)
Vanguard Small-cap Etf Etf (VB)
Amazon.com Stock (AMZN)
Autozone Inc Nev Stock (AZO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fedex Corp Stock (FDX)

View all positions for Duncan Williams Asset Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Jpmorgan Chase & Co
Legal & General Group
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Bank of America Corporation
Wellington Management Company
Charles Schwab Investment Management

View all funds holding Apple