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Apple shares owned by Great Waters Wealth Management

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

Historical chart of Great Waters Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Great Waters Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2M 36k 171.48
2023-12-31 $6.7M 36k 184.25
2023-09-30 $6.4M 36k 177.49
2023-06-30 $7.0M 36k 193.97
2023-03-31 $6.0M 37k 165.02
2022-12-31 $5.1M 36k 141.86

More positions owned by Great Waters Wealth Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Real Est (DFGR)
UnitedHealth (UNH)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Great Waters 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