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Apple shares owned by Sar Wealth Management Group

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

Historical chart of Sar Wealth Management Group investment in Apple

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

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Quarterly reported holdings in Apple by Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 9.3k 254.64
2025-06-30 $2.3M 11k 205.16
2025-03-31 $2.7M 12k 222.14
2024-12-31 $2.6M 10k 250.42
2024-09-30 $2.4M 11k 233.00
2024-06-30 $2.2M 10k 210.62
2024-03-31 $1.8M 10k 171.47
2023-12-31 $1.8M 9.4k 192.53

More positions owned by Sar Wealth Management Group

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust S&p Divid Etf (SDY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group International SHS (CGIC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)

View all positions for Sar Wealth Management Group

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