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Apple shares owned by Forum Financial Management

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

Historical chart of Forum Financial Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $61M 316k 192.53
2023-09-30 $51M 295k 171.21
2023-06-30 $59M 301k 193.97
2023-03-31 $53M 321k 164.90
2022-12-31 $40M 305k 129.93
2022-09-30 $42M 304k 138.20
2022-06-30 $42M 306k 136.72
2022-03-31 $54M 311k 174.61
2021-12-31 $54M 304k 177.57

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr National Mun Etf (MUB)
Old Second Ban (OSBC)

View all positions for Forum Financial Management

Top funds holding Apple

Vanguard Group
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T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple