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Apple shares owned by HMV Wealth Advisors

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

Historical chart of HMV Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by HMV Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 4.8k 254.63
2025-06-30 $2.0M 9.8k 205.17
2025-03-31 $3.5M 16k 222.13
2024-12-31 $3.9M 16k 250.42

More positions owned by HMV Wealth Advisors

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Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for HMV Wealth Advisors

Top funds holding Apple

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

View all funds holding Apple