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Apple shares owned by DWM Financial Group

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

Historical chart of DWM Financial Group investment in Apple

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

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Quarterly reported holdings in Apple by DWM Financial Group

Quarter filed Position value Share count Share price at filing
2020-12-31 $239k 1.8k 132.85
2020-09-30 $208k 1.8k 115.62
2020-06-30 $320k 878 364.46
2020-03-31 $625k 2.5k 254.17
2019-12-31 $258k 878 293.85

More positions owned by DWM Financial Group

JP Morgan Diversified Return International Equity Div Rtn Int Eq (JPIN)
Invesco FTSE RAFI US 1500 Small- Mid Ftse Rafi 1500 (PRFZ)
Schwab US TIPS Us Tips Etf (SCHP)
John Hancock Multifactor Mid Cap ETF Multifactor Mi (JHMM)
ARK Innovation ETF Innovation Etf (ARKK)
iShares Gold Trust Gold Shs
Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ)
Vanguard Mortgage Backed Sec Indx ETF Mortg-back Sec (VMBS)
Vanguard Total International Bond Index ETF Intl Bd Idx Etf (BNDX)
Invesco BulletShares 2024 Corporate Bond Bulshs 2024 Cb (BSCO)
Invesco BulletShares 2023 Corporate Bond Bulshs 2023 Cb
Invesco BulletShares 2022 Corporate Bond Bulshs 2022 Cb
Invesco BulletShares 2021 Corporate Bond Bulshs 2021 Cb
Vanguard Total Stock Market Total Stk Mkt (VTI)
First Ban (FBNC)

View all positions for DWM Financial Group

Top funds holding Apple

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Ubs Global Asset Management Americas
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