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Apple shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group investment in Apple

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

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Quarterly reported holdings in Apple by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 10k 192.54
2023-09-30 $1.2M 6.8k 171.21
2023-06-30 $1.2M 6.9k 179.79
2023-03-31 $1.1M 6.4k 172.57
2022-12-31 $1.0M 8.1k 129.93
2022-09-30 $1.4M 9.8k 138.20
2022-06-30 $852k 6.2k 136.73
2022-03-31 $1.3M 7.3k 174.62
2021-12-31 $1.3M 7.1k 177.56

More positions owned by National Wealth Management Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Meta Platforms Cl A (META)

View all positions for National Wealth Management Group

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