Ipsen Advisor Group »

Apple shares owned by Ipsen Advisor Group

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Ipsen Advisor Group from 13F filings

Historical chart of Ipsen Advisor Group investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Ipsen Advisor Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Ipsen Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 11k 254.64
2025-06-30 $2.2M 11k 205.16
2025-03-31 $1.5M 6.6k 222.14
2024-12-31 $1.6M 6.4k 250.41
2022-12-31 $899k 6.9k 129.94

More positions owned by Ipsen Advisor Group

Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr MRGSTR SM CP GR (ISCG)
Flowers Foods (FLO)
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Eafe Smcp (HSCZ)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Global X Fds Global X Copper (COPX)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Ipsen Advisor Group

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