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Apple shares owned by Wealth Forward

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

Historical chart of Wealth Forward investment in Apple

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20252M2.5M3M11.8k12k12.2k12.4k12.6k
Value ($)Share countHistorical AAPL position of Wealth Forward Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Apple by Wealth Forward

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.1M 12k 250.42
2024-09-30 $2.9M 13k 233.00
2024-06-30 $2.5M 12k 210.62
2024-03-31 $2.0M 12k 171.48
2023-12-31 $2.3M 12k 192.53

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Grwt Allocat Etf (AOR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Ishares Tr Aggres Alloc Etf (AOA)
Us Bancorp Del Com New (USB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Wealth Forward

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Berkshire Hathaway
Morgan Stanley
T. Rowe Price Associates
Norges Bank Investment Management
Jpmorgan Chase & Co
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Legal & General Group
Bank of New York Mellon

View all funds holding Apple