Pursuit Wealth Strategies »

Apple shares owned by Pursuit Wealth Strategies

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

Historical chart of Pursuit Wealth Strategies investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Pursuit Wealth Strategies 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 Pursuit Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 8.5k 253.80
2025-12-31 $2.3M 8.4k 271.88

More positions owned by Pursuit Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Duke Energy Corp Com New (DUK)
Apple (AAPL)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Blackrock Util & Infrastrctu (BUI)
Leidos Holdings (LDOS)
Select Sector Spdr Tr State Street Uti (XLU)

View all positions for Pursuit Wealth Strategies

Top funds holding Apple

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
FMR
Morgan Stanley
Berkshire Hathaway
T. Rowe Price Associates
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Invesco
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Apple