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Apple shares owned by Fonville Wealth Management

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

Historical chart of Fonville Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Fonville Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.7M 23k 250.42
2024-09-30 $5.5M 24k 232.99
2024-06-30 $4.6M 22k 210.63
2024-03-31 $3.4M 20k 171.49
2023-12-31 $4.0M 21k 192.54

More positions owned by Fonville Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Fonville Wealth Management

Top funds holding Apple

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FMR
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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