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Apple shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $530k 2.8k 192.54
2023-06-30 $477k 2.5k 193.93
2023-03-31 $398k 2.4k 164.91
2022-12-31 $349k 2.7k 129.94
2022-09-30 $371k 2.7k 138.23
2022-06-30 $352k 2.6k 136.65
2022-03-31 $354k 2.0k 174.64

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)

View all positions for Forum Private Client Group

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
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