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Apple shares owned by Sherwood Financial Partners

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

Historical chart of Sherwood Financial Partners investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Sherwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 883 254.63
2025-03-31 $204k 918 222.13
2024-12-31 $250k 999 250.42

More positions owned by Sherwood Financial Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Sherwood Financial Partners

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