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Apple shares owned by Shum Financial Group

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

Historical chart of Shum Financial Group investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Shum Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 35k 254.63
2025-03-31 $7.8M 35k 222.13
2024-12-31 $8.7M 35k 250.42
2024-09-30 $8.0M 36k 223.45

More positions owned by Shum Financial Group

Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust S&p Divid Etf (SDY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfolio S&p400 (SPMD)
Home Depot (HD)

View all positions for Shum Financial Group

Top funds holding Apple

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Northern Trust
Legal & General Group
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Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
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