Pinnacle Wealth Management Advisory »

Apple shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $46M 237k 192.53
2023-09-30 $40M 235k 171.21
2023-06-30 $47M 240k 193.97
2023-03-31 $40M 242k 164.90
2022-12-31 $31M 235k 129.93
2022-09-30 $33M 237k 138.20
2022-06-30 $29M 211k 136.72
2022-03-31 $36M 204k 174.61
2021-12-31 $35M 195k 177.57
2021-09-30 $18M 127k 141.50
2021-06-30 $17M 127k 136.96
2021-03-31 $15M 123k 122.15
2020-12-31 $15M 112k 132.69
2020-09-30 $9.4M 81k 115.81
2020-06-30 $7.6M 21k 364.82
2020-03-31 $5.0M 20k 254.28
2019-12-31 $6.0M 21k 293.64
2019-09-30 $4.6M 21k 223.96
2019-06-30 $3.9M 20k 197.91
2019-03-31 $3.9M 20k 189.93
2018-12-31 $3.2M 20k 157.72
2018-09-30 $3.2M 14k 225.71
2018-06-30 $2.7M 14k 185.11
2018-03-31 $2.2M 13k 167.75
2017-12-31 $1.8M 11k 169.28
2017-09-30 $1.7M 11k 154.10
2017-06-30 $1.6M 11k 144.02
2017-03-31 $1.4M 9.7k 143.62
2016-12-31 $1.2M 11k 115.79
2016-09-30 $1.1M 9.4k 113.08
2016-06-30 $1.1M 11k 95.58
2016-03-31 $1.6M 14k 108.96
2015-12-31 $1.6M 15k 105.28
2015-09-30 $868k 7.9k 110.29
2015-06-30 $684k 5.5k 125.39
2015-03-31 $540k 4.3k 124.42
2014-12-31 $446k 4.0k 110.40

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
Vanguard FTSE All World Ex US Etf (VEU)
iShares Core S&P 500 Index Fun Etf (IVV)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Tr S&P Midcap 400 Etf (IJH)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple