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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

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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
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple