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Apple shares owned by LWMG

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

Historical chart of LWMG investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by LWMG

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.7M 51k 171.48
2023-12-31 $11M 56k 192.53
2023-09-30 $9.4M 55k 171.21
2023-06-30 $10M 54k 193.97
2023-03-31 $8.9M 54k 164.90
2022-12-31 $7.4M 57k 129.93

More positions owned by LWMG

Ishares Tr Core Div Grwth (DGRO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for LWMG

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