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Apple shares owned by WPWealth

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

Historical chart of WPWealth investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by WPWealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.8M 25k 192.53
2023-09-30 $4.4M 26k 171.21
2023-06-30 $5.0M 26k 193.97
2023-03-31 $4.2M 25k 164.90
2022-12-31 $3.2M 25k 129.93

More positions owned by WPWealth

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Short Duration F (DFSD)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Apple (AAPL)
Innovator Etfs Tr International Dv (IOCT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR)

View all positions for WPWealth

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