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Apple shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.6M 37k 233.00
2024-06-30 $7.8M 37k 210.62
2023-12-31 $7.1M 37k 192.53
2023-09-30 $5.3M 31k 171.21
2023-06-30 $3.7M 19k 193.97
2023-03-31 $3.1M 19k 164.90
2022-12-31 $2.4M 19k 129.93

More positions owned by Sterling Group Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Workday Cl A (WDAY)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Lpl Financial Holdings (LPLA)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Sterling Group Wealth Management

Top funds holding Apple

Vanguard Group
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Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
International Assets Investment Management
Nuveen Asset Management
Susquehanna International

View all funds holding Apple