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Apple shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $585k 2.9k 205.20
2025-03-31 $511k 2.6k 198.88
2024-12-31 $648k 2.6k 250.46

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Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

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