Perissos Private Wealth Management »

Apple shares owned by Perissos Private Wealth Management

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

Historical chart of Perissos Private Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Perissos Private Wealth Management 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 Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 823 254.64
2025-06-30 $469k 2.3k 205.14
2025-03-31 $558k 2.5k 222.13
2024-12-31 $3.2M 13k 250.42
2024-09-30 $3.0M 13k 232.99
2024-06-30 $1.9M 9.2k 210.61

More positions owned by Perissos Private Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Select Sector Spdr Tr Energy (XLE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)

View all positions for Perissos Private 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