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Apple shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $732k 2.9k 250.44
2024-09-30 $629k 3.0k 210.59
2024-06-30 $629k 3.0k 210.59

More positions owned by Investment Planning Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Investment Planning Advisors

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