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Apple shares owned by Fortune Financial Advisors

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

Historical chart of Fortune Financial Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 14k 233.01
2024-06-30 $5.1M 24k 210.62
2024-03-31 $4.1M 24k 171.48
2023-12-31 $4.8M 25k 192.53
2023-09-30 $4.3M 25k 171.20

More positions owned by Fortune Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Novo-nordisk A S Adr (NVO)
Mastercard Incorporated Cl A (MA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
O'reilly Automotive (ORLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Northrop Grumman Corporation (NOC)
Applied Materials (AMAT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Fortune Financial Advisors

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