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Apple shares owned by Quantum Financial Advisors

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

Historical chart of Quantum Financial Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Quantum Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 61k 171.48
2023-12-31 $12M 62k 192.53
2023-09-30 $11M 62k 171.21
2023-06-30 $12M 61k 193.97
2023-03-31 $10M 61k 164.90
2022-12-31 $7.9M 61k 129.93
2022-09-30 $8.6M 62k 138.20
2022-06-30 $11M 62k 169.24

More positions owned by Quantum Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust International (DFSI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Markets (DFSE)
American Centy Etf Tr Real Estate Etf (AVRE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Quantum Financial Advisors

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