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Apple shares owned by JHP Wealth Management

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

Historical chart of JHP Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by JHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $262k 1.0k 253.68
2025-12-31 $314k 1.2k 271.97

More positions owned by JHP Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Vanguard Index Fds Small Cp Etf (VB)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for JHP Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
FMR
Morgan Stanley
Berkshire Hathaway
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Apple