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Apple shares owned by Ptm Wealth Management

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

Historical chart of Ptm Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Ptm Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 12k 267.26
2025-09-30 $3.0M 12k 256.69
2025-06-30 $2.5M 12k 213.54
2025-03-31 $1.7M 9.6k 172.43

More positions owned by Ptm Wealth Management

Schwab Strategic Tr Fundamental Us L (FNDX)
Ssga Active Etf Tr State Street Ult (ULST)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Apple (AAPL)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Constellation Energy (CEG)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Ptm Wealth Management

Top funds holding Apple

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

View all funds holding Apple