Journey Beyond Wealth »

Apple shares owned by Journey Beyond Wealth

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

Historical chart of Journey Beyond Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Journey Beyond Wealth 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 Journey Beyond Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $281k 1.0k 271.85
2025-09-30 $288k 1.1k 254.62
2025-06-30 $211k 1.0k 205.16
2025-03-31 $229k 1.0k 222.12

More positions owned by Journey Beyond Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Expnd Tec Sc Etf (IGM)
First Tr Exchange-traded SHS (QTEC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Journey Beyond Wealth

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Norges Bank Investment Management
Northern Trust
Goldman Sachs Group
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Wellington Management Company

View all funds holding Apple