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Apple shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.7M 26k 218.54

More positions owned by Fullcircle Wealth

United Parcel Service CL B (UPS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Snowflake Cl A (SNOW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg High Y (JNK)
Texas Instruments Incorporated (TXN)
Unilever Spon Adr New (UL)
Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)

View all positions for Fullcircle Wealth

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Berkshire Hathaway
Geode Capital Management
FMR
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Apple