Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Apple shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Apple

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All positions including Apple held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $123M 637k 192.53
2023-09-30 $106M 620k 171.21
2023-06-30 $71M 365k 193.97
2023-03-31 $64M 387k 164.90
2022-12-31 $47M 360k 129.93
2022-09-30 $52M 375k 138.20
2022-06-30 $48M 351k 136.72
2022-03-31 $57M 328k 174.61
2021-12-31 $53M 299k 177.57
2021-09-30 $45M 320k 141.50
2021-06-30 $42M 304k 136.96
2021-03-31 $28M 233k 122.15
2020-12-31 $41M 307k 132.69
2020-09-30 $30M 263k 115.81
2020-06-30 $29M 79k 364.81
2020-03-31 $22M 88k 254.29
2019-12-31 $20M 68k 293.65
2019-09-30 $12M 55k 223.96
2019-06-30 $9.1M 46k 197.92
2019-03-31 $7.8M 41k 189.96
2018-12-31 $5.8M 37k 157.74
2018-09-30 $6.8M 30k 225.76
2018-06-30 $5.4M 29k 185.10
2018-03-31 $4.0M 10k 380.56
2017-12-31 $4.5M 27k 169.22
2017-09-30 $4.0M 26k 154.13
2017-06-30 $3.1M 22k 144.03
2017-03-31 $2.5M 17k 143.65
2016-12-31 $2.5M 21k 115.80
2016-09-30 $2.4M 21k 113.07
2016-06-30 $1.9M 20k 95.60
2016-03-31 $2.5M 23k 108.99
2015-12-31 $1.4M 13k 105.24
2015-09-30 $1.9M 18k 110.28
2015-06-30 $1.5M 12k 125.40
2015-03-31 $1.1M 8.7k 124.48
2014-12-31 $1.8M 17k 110.35
2014-09-30 $1.9M 19k 100.77
2014-06-30 $1.4M 15k 92.92
2014-03-31 $1.1M 2.0k 536.63
2013-09-30 $969k 2.0k 476.87
2013-06-30 $791k 2.0k 396.49
2013-03-31 $709k 1.6k 442.57
2012-12-31 $417k 784 531.89
2012-09-30 $288k 432 666.67

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple