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Apple shares owned by Kw Wealth Management

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

Historical chart of Kw Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Kw Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 17k 254.63

More positions owned by Kw Wealth Management

Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Min Vol (USMV)
Visa Com Cl A (V)
RBB Us Treas 3 Mnth (TBIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Kw 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