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Apple shares owned by Landmark Financial Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Landmark Financial Advisors from 13F filings

Historical chart of Landmark Financial Advisors investment in Apple

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All positions including Apple held by Landmark Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Landmark Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.8M 28k 171.21
2023-06-30 $5.5M 29k 193.97
2023-03-31 $4.9M 30k 164.90
2022-12-31 $4.0M 31k 129.93
2022-09-30 $4.4M 32k 138.20
2022-06-30 $4.2M 31k 136.73
2022-03-31 $5.1M 31k 162.88
2021-12-31 $5.6M 31k 177.58
2021-09-30 $3.7M 31k 122.16
2021-06-30 $4.2M 30k 136.95
2021-03-31 $3.7M 31k 122.16
2020-12-31 $4.0M 31k 128.99
2020-09-30 $4.1M 35k 116.51
2020-06-30 $2.6M 6.9k 373.89
2020-03-31 $1.6M 5.6k 286.99
2019-12-31 $1.8M 5.5k 319.19
2019-09-30 $1.6M 7.4k 223.87
2019-06-30 $1.5M 7.4k 197.91
2019-03-31 $1.4M 7.3k 189.90
2018-12-31 $1.2M 7.3k 157.65
2018-09-30 $1.6M 7.0k 225.68
2018-06-30 $1.4M 7.4k 185.03
2018-03-31 $1.2M 7.2k 167.82
2017-12-31 $1.3M 7.5k 169.14
2017-09-30 $1.2M 7.6k 154.06
2017-06-30 $1.1M 7.7k 143.97
2017-03-31 $1.1M 7.8k 143.70
2016-12-31 $966k 8.3k 115.77
2016-09-30 $950k 8.4k 113.07
2016-06-30 $1.1M 11k 95.52
2016-03-31 $738k 6.8k 108.85
2015-12-31 $694k 6.6k 105.14
2015-09-30 $837k 6.7k 125.41
2015-06-30 $837k 6.7k 125.41
2015-03-31 $830k 6.7k 124.40
2014-12-31 $791k 7.2k 110.34

More positions owned by Landmark Financial Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Flexshares Tr Flexshares Ultra (RAVI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Flexshares Tr Stoxx Globr Inf (NFRA)
Us Bancorp Del Com New (USB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)

View all positions for Landmark Financial Advisors

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
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