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Apple shares owned by Luminvest Wealth Management

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

Historical chart of Luminvest Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Luminvest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $850k 3.6k 233.39
2024-06-30 $798k 3.8k 212.58
2024-03-31 $242k 1.2k 207.52
2023-12-31 $252k 1.2k 216.14

More positions owned by Luminvest Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Luminvest Wealth Management

Top funds holding Apple

Vanguard Group
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Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple