Strategic Wealth Management Group »

Apple shares owned by Strategic Wealth Management Group

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

Historical chart of Strategic Wealth Management Group investment in Apple

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Strategic Wealth Management Group

Quarter filed Position value Share count Share price at filing
2021-06-30 $10M 74k 136.96
2021-03-31 $10M 85k 122.14
2020-12-31 $12M 87k 132.69
2020-09-30 $10M 88k 115.81
2020-06-30 $7.0M 19k 364.82
2020-03-31 $4.8M 19k 254.32
2019-12-31 $5.4M 19k 293.63
2019-09-30 $4.1M 18k 223.95
2019-06-30 $3.6M 18k 197.92
2019-03-31 $3.3M 17k 189.94
2018-12-31 $2.8M 18k 157.77

More positions owned by Strategic Wealth Management Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard World Fds Consum Stp Etf (VDC)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Msci Usa Multift (LRGF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Chesapeake Utilities Corporation (CPK)
Invesco Exch Trd Slf Idx Bulshs 2021 Hy
Facebook Cl A (META)
T. Rowe Price (TROW)

View all positions for Strategic Wealth Management Group

Top funds holding Apple

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple