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Apple shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $958M 5.6M 171.48
2023-12-31 $1.1B 5.5M 192.53
2023-09-30 $942M 5.5M 171.21
2023-06-30 $82M 425k 193.97
2023-03-31 $80M 484k 164.90
2022-12-31 $41M 288k 143.00
2022-09-30 $29M 210k 139.93
2022-06-30 $37M 252k 147.04
2022-03-31 $41M 228k 178.42
2021-12-31 $40M 229k 172.69
2021-09-30 $36M 241k 149.32
2021-06-30 $36M 240k 148.48
2021-03-31 $31M 249k 126.21
2020-12-31 $30M 240k 127.14
2020-09-30 $30M 245k 124.40
2020-06-30 $20M 51k 389.09
2020-03-31 $16M 57k 278.58
2019-12-31 $17M 57k 294.85
2019-09-30 $14M 58k 236.21
2019-06-30 $11M 53k 209.68
2019-03-31 $12M 57k 207.48
2018-12-31 $8.5M 54k 156.82
2018-09-30 $12M 56k 215.13
2018-06-30 $7.4M 39k 190.40
2018-03-31 $5.1M 29k 174.15
2017-12-31 $6.4M 36k 177.08
2017-09-30 $907k 5.8k 155.31
2017-06-30 $507k 3.5k 144.86
2017-03-31 $4.6M 32k 143.52
2016-12-31 $4.4M 38k 115.82
2016-09-30 $2.9M 26k 113.07
2016-06-30 $1.2M 12k 95.56
2016-03-31 $1.2M 11k 109.52
2015-12-31 $2.1M 20k 105.24
2015-09-30 $1.8M 16k 109.60
2015-06-30 $2.0M 16k 125.42

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple