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Apple shares owned by Family Asset Management

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

Historical chart of Family Asset Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Family Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 21k 192.53
2023-09-30 $3.6M 21k 171.21
2023-06-30 $4.2M 21k 193.97
2023-03-31 $2.6M 16k 164.90
2022-12-31 $2.2M 17k 129.93

More positions owned by Family Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Mbs Etf (MBB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Family Asset 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