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Apple shares owned by Foundation Wealth Management

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

Historical chart of Foundation Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 19k 192.53
2023-09-30 $3.2M 19k 171.21
2023-06-30 $3.7M 19k 193.97
2023-03-31 $3.3M 20k 164.90
2022-12-31 $3.2M 25k 129.93

More positions owned by Foundation Wealth Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Rus 2000 Grw Etf (IWO)
Apple (AAPL)
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Foundation Wealth Management

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