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Apple shares owned by Northwest Wealth Management

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

Historical chart of Northwest Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 43k 254.63
2025-06-30 $9.4M 46k 205.17
2025-03-31 $11M 47k 222.13
2024-12-31 $12M 47k 250.42
2024-09-30 $11M 46k 233.00
2024-06-30 $9.5M 45k 210.62
2024-03-31 $7.7M 45k 171.48
2023-12-31 $7.5M 39k 192.53
2023-09-30 $7.0M 41k 171.21
2023-06-30 $8.0M 41k 193.97
2023-03-31 $6.9M 42k 164.90
2022-12-31 $4.4M 34k 129.93
2022-09-30 $5.9M 42k 138.21
2022-06-30 $5.6M 41k 136.73
2022-03-31 $6.8M 39k 174.62
2021-12-31 $6.6M 37k 177.58
2021-09-30 $5.3M 38k 141.50
2021-06-30 $5.4M 40k 136.97
2021-03-31 $4.6M 38k 122.16
2020-12-31 $5.0M 38k 132.70
2020-09-30 $4.4M 38k 115.80
2020-06-30 $3.4M 9.2k 364.80
2020-03-31 $2.7M 11k 254.33
2019-12-31 $2.8M 9.6k 293.69
2019-09-30 $2.9M 13k 223.96
2019-06-30 $2.4M 12k 197.91
2019-03-31 $2.3M 12k 189.93
2018-12-31 $1.8M 12k 157.78
2018-09-30 $2.8M 13k 225.71
2018-06-30 $2.1M 12k 185.09
2018-03-31 $2.0M 12k 167.69
2017-12-31 $2.6M 16k 169.24
2017-09-30 $728k 4.7k 154.07
2017-06-30 $1.2M 8.2k 144.04
2017-03-31 $1.2M 8.2k 143.69
2016-12-31 $969k 8.4k 115.80

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Short Duration F (DFSD)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)

View all positions for Northwest Wealth Management

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