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Apple shares owned by Financial Symmetry

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

Historical chart of Financial Symmetry investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Financial Symmetry

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 12k 232.99
2024-06-30 $2.5M 12k 210.61
2024-03-31 $2.0M 12k 171.47
2023-12-31 $2.2M 11k 192.54

More positions owned by Financial Symmetry

Dimensional Etf Trust (DFAX)
Dimensional Etf Trust (DFAC)
Dimensional Etf Trust (DFEM)
Vanguard Total World Stock Idx (VT)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional International Small Cap Value ETF (DISV)
American Centy Etf Tr avantis emgmkt (AVEM)
Dimensional International Core Equity 2 ETF (DFIC)
Apple (AAPL)
Dimensional Etf Trust (DFSV)
Dimensional Etf Trust (DFAE)
Dimensional Etf Trust (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
iShares S&P 500 Index (IVV)

View all positions for Financial Symmetry

Top funds holding Apple

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

View all funds holding Apple