Wright Wealth »

Apple shares owned by Wright Wealth

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

Historical chart of Wright Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Wright Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $10M 41k 253.79
2025-12-31 $11M 42k 271.86

More positions owned by Wright Wealth

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)
Apple (AAPL)
American Centy Etf Tr International Lr (AVIV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core Div Grwth (DGRO)
Wisdomtree Tr Enhncd Cmmdty St (GCC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ea Series Trust Freedom 100 Em (FRDM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Annaly Capital Management In Com New (NLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Tidal Trust Ii Return Stacked U (RSSY)
Tidal Trust Ii Return Stckd Us (RSST)

View all positions for Wright Wealth

Top funds holding Apple

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
FMR
Morgan Stanley
Berkshire Hathaway
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon

View all funds holding Apple