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Apple shares owned by Strategic Wealth Management

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

Historical chart of Strategic Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Strategic Wealth Management

Quarter filed Position value Share count Share price at filing
2021-12-31 $2.8M 16k 177.57
2021-09-30 $2.2M 16k 141.51
2021-06-30 $1.8M 13k 136.97
2015-06-30 $281k 2.2k 125.45
2015-03-31 $279k 2.2k 124.55
2014-12-31 $262k 2.4k 110.32
2014-09-30 $205k 2.0k 100.99
2012-12-31 $787k 1.5k 525.77

More positions owned by Strategic Wealth Management

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Fs Kkr Capital Corp (FSK)
First Tr Exchange Traded Consumr Staple (FXG)
First Tr Exchange-traded Dj Internt Idx (FDN)
Spdr Gold Tr Gold Shs (GLD)
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Dynamic Income SHS (PDI)
Global X Fds Cloud Computng (CLOU)
Osi Etf Tr Oshs Gbl Inter
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr U.s. Med Dvc Etf (IHI)
First Tr Exchange-traded First Tr Enh New (FTSM)
Advanced Micro Devices (AMD)

View all positions for Strategic Wealth Management

Top funds holding Apple

Vanguard Group
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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