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Apple shares owned by Fiscal Wisdom Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Fiscal Wisdom Wealth Management from 13F filings

Historical chart of Fiscal Wisdom Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Fiscal Wisdom Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Fiscal Wisdom Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 7.2k 271.86
2025-09-30 $1.9M 7.3k 258.46

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Equinox Gold Corp equities (EQX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Silvercorp Metals (SVM)
Apple (AAPL)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Purecycle Technologies (PCT)
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Microsoft Corporation (MSFT)

View all positions for Fiscal Wisdom Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International
Wellington Management Company

View all funds holding Apple