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Apple shares owned by Sterling Wealth Management

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

Historical chart of Sterling Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 12k 254.64
2025-06-30 $2.2M 11k 205.18
2024-12-31 $4.3M 17k 250.42
2024-09-30 $4.1M 18k 233.00
2024-06-30 $2.4M 12k 210.62
2024-03-31 $2.0M 12k 171.47
2023-12-31 $2.2M 12k 192.53

More positions owned by Sterling Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Hubbell (HUBB)

View all positions for Sterling Wealth Management

Top funds holding Apple

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Legal & General Group
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Ubs Global Asset Management Americas
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