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Apple shares owned by Yardley Wealth Management

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

Historical chart of Yardley Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Yardley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $413k 1.6k 254.70
2025-06-30 $349k 1.7k 205.17
2025-03-31 $378k 1.7k 222.22
2024-12-31 $663k 2.7k 244.02
2024-09-30 $396k 1.7k 232.80

More positions owned by Yardley Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ea Series Trust Freedom 100 Em (FRDM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Yardley Wealth Management

Top funds holding Apple

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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