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Apple shares owned by Heffernan Advisory

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

Historical chart of Heffernan Advisory investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Heffernan Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $403k 1.4k 289.36

More positions owned by Heffernan Advisory

Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Cr Etf (DGCB)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Seagate Technology Hldngs Pl Ord Shs (STX)
Ishares Tr Ibonds Dec 28 (IBMQ)
Ishares Tr Ibonds Dec 27 (IBMP)

View all positions for Heffernan Advisory

Top funds holding Apple

BlackRock
Vanguard Capital Management
Geode Capital Management
Vanguard Portfolio Management
FMR
Jpmorgan Chase & Co
Berkshire Hathaway
Norges Bank Investment Management
Invesco
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Apple