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Apple shares owned by Planwiser Financial

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Planwiser Financial from 13F filings

Historical chart of Planwiser Financial investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Planwiser Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Planwiser Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $303k 1.1k 271.80

More positions owned by Planwiser Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SJNK)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Planwiser Financial

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