Oxford Wealth Group »

Apple shares owned by Oxford Wealth Group

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

Historical chart of Oxford Wealth Group investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Oxford Wealth Group 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 Oxford Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 20k 233.00
2024-06-30 $5.0M 24k 210.62
2024-03-31 $3.4M 20k 171.48

More positions owned by Oxford Wealth Group

Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Mmentm (MTUM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
UnitedHealth (UNH)
Asml Holding N V N Y Registry Shs (ASML)

View all positions for Oxford Wealth Group

Top funds holding Apple

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

View all funds holding Apple