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Apple shares owned by Kmt Wealth Management

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

Historical chart of Kmt Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Kmt Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $585k 2.3k 254.63
2025-06-30 $533k 2.6k 205.17
2025-03-31 $577k 2.6k 222.13
2024-12-31 $409k 1.6k 250.42

More positions owned by Kmt Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Broadcom (AVGO)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Kmt Wealth Management

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