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Apple shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $45M 192k 233.00
2024-06-30 $37M 175k 210.62

More positions owned by Trajan Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Spinnaker Etf Series Trajan Wealth (TWIO)
Fiserv (FI)
Booking Holdings (BKNG)
Anthem (ELV)

View all positions for Trajan Wealth

Top funds holding Apple

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

View all funds holding Apple