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Apple shares owned by Family Wealth Group

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

Historical chart of Family Wealth Group investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Family Wealth Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 9.1k 210.61
2024-03-31 $1.5M 8.8k 171.46
2023-12-31 $1.8M 9.6k 192.54

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Ishares Tr Core Msci Intl (IDEV)
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Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Apple (AAPL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Usd Inv Grde Etf (USIG)
Microsoft Corporation (MSFT)
Aim Etf Products Trust Us Larcp B10 Mar (MART)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Family Wealth Group

Top funds holding Apple

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple