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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

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

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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
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Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple