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Apple shares owned by LJI Wealth Management

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

Historical chart of LJI Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $15M 69k 210.62
2024-03-31 $12M 69k 171.48
2023-09-30 $12M 69k 171.21
2023-06-30 $13M 67k 193.97
2023-03-31 $11M 68k 164.90
2022-12-31 $8.8M 68k 129.93

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Amplify Etf Tr High Income (YYY)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

Top funds holding Apple

Vanguard Group
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Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group
International Assets Investment Management
Charles Schwab Investment Management
Nuveen Asset Management
Susquehanna International

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