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Apple shares owned by Peak Wealth Management

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

Historical chart of Peak Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 9.8k 271.87

More positions owned by Peak Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Blackrock Etf Trust Ishares A I Inno (BAI)
Regeneron Pharmaceuticals (REGN)
Ishares Tr Us Treas Bd Etf (GOVT)
John Hancock Exchange Traded Mortgage Backed (JHMB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Peak Wealth Management

Top funds holding Apple

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

View all funds holding Apple