Trivant Custom Portfolio Group »

Apple shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Trivant Custom Portfolio Group 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 Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 70k 233.00
2024-06-30 $15M 71k 210.62
2024-03-31 $12M 71k 171.48
2023-12-31 $14M 73k 192.53
2023-09-30 $12M 72k 171.21
2023-06-30 $14M 72k 193.97
2023-03-31 $12M 72k 164.90

More positions owned by Trivant Custom Portfolio Group

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG)
Flexshares Disciplined Durtn Mbs Etf Uit Exchange Traded (MBSD)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Alphabet Inc Class A Common Stock (GOOGL)
Amazon.com Common Stock (AMZN)
Costco Whsl Corp Common Stock (COST)
Walmart Common Stock (WMT)
Deere & Co Common Stock (DE)
Advanced Micro Device In Common Stock (AMD)
Northrop Grumman Corp Common Stock (NOC)
Meta Platforms Inc Class A Common Stock (META)
Ge Aerospace Common Stock (GE)

View all positions for Trivant Custom Portfolio Group

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
Charles Schwab Investment Management
International Assets Investment Management
Nuveen Asset Management
Susquehanna International

View all funds holding Apple