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Apple shares owned by LMG Wealth Partners

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

Historical chart of LMG Wealth Partners investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 76k 192.53
2023-09-30 $13M 76k 171.21
2023-06-30 $15M 76k 193.97
2023-03-31 $13M 77k 164.90
2022-12-31 $10M 77k 135.94

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Cardinal Health (CAH)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Prudential Financial (PRU)
Wal-Mart Stores (WMT)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Pepsi (PEP)

View all positions for LMG Wealth Partners

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