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Apple shares owned by U S Wealth Group

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

Historical chart of U S Wealth Group investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by U S Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2M 28k 254.63
2025-06-30 $5.2M 26k 205.17

More positions owned by U S Wealth Group

TLT Etf (TLT)
Ishares Tr Lehman Bd Common Stock (AGG)
Ief Etf (IEF)
Alphabet Common Stock (GOOGL)
Nvidia Corp Common Stock (NVDA)
Apple Computer Common Stock (AAPL)
Streettracks Gold TRUST Common Stock
Schwab US Large Cap Etf Etf (SCHX)
Facebook Inc Class A Common Stock (META)
Microsoft Corp Common Stock (MSFT)
Amazon Common Stock (AMZN)
Goldman Sachs Group Common Stock (GS)
Exxon Mobil Corporation Common Stock (XOM)
Broadcom Common Stock
United Rentals Common Stock (URI)

View all positions for U S Wealth Group

Top funds holding Apple

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

View all funds holding Apple