Trademark Financial Management »

Apple shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Trademark Financial Management 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 Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $500k 2.1k 233.00
2024-06-30 $482k 2.3k 210.62
2024-03-31 $399k 2.3k 171.48

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard World Mega Cap Val Etf (MGV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Gold Tr Ishares New (IAU)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Avantis Respon U (AVSU)

View all positions for Trademark Financial Management

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