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Apple shares owned by JBR Co Financial Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by JBR Co Financial Management from 13F filings

Historical chart of JBR Co Financial Management investment in Apple

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All positions including Apple held by JBR Co Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by JBR Co Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.1M 30k 233.00
2024-06-30 $6.4M 31k 210.62
2024-03-31 $5.2M 31k 171.48
2023-12-31 $5.7M 30k 192.53

More positions owned by JBR Co Financial Management

NVIDIA Corporation (NVDA)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Chevron Corporation (CVX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Reaves Util Income Com Sh Ben Int (UTG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Pacer Fds Tr Amercn Enrgy Ind (USAI)
Oge Energy Corp (OGE)
Caterpillar (CAT)
Blackstone Group Inc Com Cl A (BX)
Select Sector Spdr Tr Energy (XLE)

View all positions for JBR Co Financial Management

Top funds holding Apple

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

View all funds holding Apple