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Apple shares owned by E&R Wealth Management

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

Historical chart of E&R Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by E&R Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $306k 1.1k 289.29

More positions owned by E&R Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Coca-Cola Company (KO)
Wal-Mart Stores (WMT)

View all positions for E&R Wealth Management

Top funds holding Apple

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
FMR
Morgan Stanley
Jpmorgan Chase & Co
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Invesco
Northern Trust
Goldman Sachs Group
Bank of America Corporation

View all funds holding Apple