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Apple shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.6M 36k 210.62
2024-03-31 $6.3M 37k 171.48
2023-12-31 $7.9M 41k 192.53
2023-09-30 $6.8M 40k 171.21
2023-06-30 $7.7M 40k 193.97
2023-03-31 $6.4M 39k 164.90

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Apple

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

View all funds holding Apple