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Apple shares owned by Integris Wealth Management

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

Historical chart of Integris Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.4M 40k 233.00
2024-06-30 $8.3M 40k 210.62
2024-03-31 $6.9M 40k 171.48
2023-12-31 $7.7M 40k 192.53
2023-09-30 $6.6M 39k 171.21
2023-06-30 $3.4M 18k 193.97
2023-03-31 $2.9M 18k 164.90
2022-12-31 $2.8M 22k 129.93

More positions owned by Integris Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Caterpillar (CAT)
Apple (AAPL)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Integris Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Berkshire Hathaway
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
International Assets Investment Management
Nuveen Asset Management
Susquehanna International

View all funds holding Apple