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Apple shares owned by FMA Wealth Management

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

Historical chart of FMA Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by FMA Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 10k 233.00
2024-06-30 $2.2M 11k 210.62
2024-03-31 $1.8M 11k 170.03
2023-12-31 $2.0M 11k 192.53

More positions owned by FMA Wealth Management

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares Tr Rus 1000 Val Etf (IWD)
J P Morgan Exchange Traded F Income Etf (JPIE)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Harbor Etf Trust Internatnal Comp (OSEA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Ser Tr Russell Yield (ONEY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Fidelity Covington Trust Enhanced Mid (FMDE)

View all positions for FMA Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Jpmorgan Chase & Co
Legal & General Group
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Bank of America Corporation
Wellington Management Company
Charles Schwab Investment Management

View all funds holding Apple