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Apple shares owned by Tred Avon Family Wealth

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

Historical chart of Tred Avon Family Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Tred Avon Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $11M 41k 271.86

More positions owned by Tred Avon Family Wealth

Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Golub Capital BDC (GBDC)

View all positions for Tred Avon Family Wealth

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International
Wellington Management Company

View all funds holding Apple