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Apple shares owned by Fulcrum Wealth Advisors

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

Historical chart of Fulcrum Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Fulcrum Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 10k 271.85

More positions owned by Fulcrum Wealth Advisors

Etfs Gold Tr Physcl Gold Shs (SGOL)
Sprott Asset Management Physical Gold Tr (PHYS)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Cummins (CMI)
International Business Machines (IBM)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Broadcom (AVGO)
Ge Aerospace Com New (GE)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)
Apple (AAPL)

View all positions for Fulcrum Wealth Advisors

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International
Wellington Management Company

View all funds holding Apple