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Intuit shares owned by BAM Wealth Management

Quarter-by-quarter ownership of Intuit (INTU) shares owned by BAM Wealth Management from 13F filings

Historical chart of BAM Wealth Management investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by BAM Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $852k 2.0k 432.38
2025-12-31 $1.2M 1.9k 662.47
2025-09-30 $1.3M 2.0k 682.95

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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
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Apple (AAPL)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Wal-Mart Stores (WMT)
Broadcom (AVGO)

View all positions for BAM Wealth Management

Top funds holding Intuit

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