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Apple shares owned by BT Wealth Management

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

Historical chart of BT Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by BT Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $3.3M 24k 136.71
2022-03-31 $4.6M 26k 174.62
2021-12-31 $5.1M 29k 177.58
2021-09-30 $3.9M 27k 141.48
2021-06-30 $3.6M 27k 136.96
2021-03-31 $3.8M 31k 122.14
2020-12-31 $5.0M 37k 132.69
2020-09-30 $4.4M 38k 115.80
2020-06-30 $4.0M 11k 364.84
2020-03-31 $2.9M 11k 254.30
2019-12-31 $3.6M 12k 293.61
2019-09-30 $3.1M 14k 223.94
2019-06-30 $3.7M 18k 199.06
2019-03-31 $4.7M 25k 189.96
2018-12-31 $1.8M 11k 170.78

More positions owned by BT Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Us Sml Cp Value (SVAL)
Ishares Tr Blackrock Ultra (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Home Depot (HD)
Ishares Tr Russell 2000 Etf (IWM)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for BT Wealth Management

Top funds holding Apple

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

View all funds holding Apple