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Apple shares owned by Wise Wealth Partners

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

Historical chart of Wise Wealth Partners investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Wise Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $407k 1.6k 254.61
2025-06-30 $328k 1.6k 205.15
2025-03-31 $355k 1.6k 222.07
2024-12-31 $400k 1.6k 250.49

More positions owned by Wise Wealth Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Dimensional Etf Trust Global Core Plus (DFGP)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Ishares Tr Us Treas Bd Etf (GOVT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ssga Active Tr Spdr Nuveen Mun (MBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Wise Wealth Partners

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