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Apple shares owned by Waterford Advisors

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

Historical chart of Waterford Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 8.3k 171.48
2023-09-30 $1.4M 8.4k 171.21
2023-06-30 $1.6M 8.3k 194.01
2023-03-31 $1.4M 8.4k 164.86
2022-12-31 $1.1M 8.7k 129.89

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Cap Index (MGC)

View all positions for Waterford Advisors

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