Momentum Wealth Planning »

Apple shares owned by Momentum Wealth Planning

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

Historical chart of Momentum Wealth Planning investment in Apple

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Momentum Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $692k 2.7k 254.63

More positions owned by Momentum Wealth Planning

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Kraneshares Trust Csi Chi Internet (KWEB)
Vanguard Bd Index Fds Intermed Term (BIV)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Nexstar Media Group Common Stock (NXST)
Goldman Sachs (GS)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)

View all positions for Momentum Wealth Planning

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International

View all funds holding Apple