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Apple shares owned by Williams Financial

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

Historical chart of Williams Financial investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Williams Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 930 233.00
2024-06-30 $11M 60k 186.35
2021-09-30 $207k 1.5k 141.98
2021-06-30 $448k 3.3k 137.00
2021-03-31 $399k 3.3k 122.06

More positions owned by Williams Financial

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
CVS Caremark Corporation (CVS)
SYSCO Corporation (SYY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Williams Financial

Top funds holding Apple

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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

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