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Apple shares owned by Kfg Wealth Management

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

Historical chart of Kfg Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Kfg Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 24k 171.48
2023-12-31 $3.5M 18k 192.53
2023-09-30 $4.2M 25k 171.21
2023-06-30 $4.7M 24k 193.97
2023-03-31 $3.9M 24k 165.56
2022-12-31 $3.1M 24k 129.93

More positions owned by Kfg Wealth Management

Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Cohen Steer Reit (ICF)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Us Aggbd Et (AGG)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Ark Etf Tr Fintech Innova (ARKF)
Apple (AAPL)

View all positions for Kfg Wealth Management

Top funds holding Apple

Vanguard Group
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T. Rowe Price Associates
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Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple