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Apple shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $304M 1.2M 250.43
2024-09-30 $273M 1.2M 233.00
2024-06-30 $235M 1.1M 210.62
2024-03-31 $180M 1.0M 171.48
2023-12-31 $178M 925k 192.53
2023-09-30 $155M 907k 171.21
2023-06-30 $164M 844k 193.97
2023-03-31 $140M 846k 164.90
2022-12-31 $108M 828k 129.93
2022-09-30 $97M 704k 138.20
2022-06-30 $92M 674k 136.72
2022-03-31 $100M 574k 174.61
2021-12-31 $87M 488k 177.57

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)

View all positions for HB Wealth Management

Top funds holding Apple

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

View all funds holding Apple