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Apple shares owned by Capital Advisors

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

Historical chart of Capital Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.6M 39k 171.47
2023-12-31 $7.3M 38k 192.52
2023-09-30 $7.0M 41k 171.20
2023-06-30 $8.0M 42k 193.98
2023-03-31 $5.4M 33k 164.90
2022-12-31 $4.0M 39k 102.87
2022-09-30 $4.6M 33k 138.20
2022-06-30 $4.5M 33k 136.73
2022-03-31 $5.7M 33k 174.61
2021-12-31 $6.1M 34k 177.56
2021-09-30 $4.4M 31k 141.51
2021-06-30 $4.1M 30k 136.96
2021-03-31 $3.5M 28k 122.17
2020-12-31 $3.6M 27k 132.70
2020-09-30 $3.2M 27k 115.80
2020-06-30 $2.5M 6.9k 364.86
2020-03-31 $1.8M 7.0k 254.32
2019-12-31 $2.1M 7.1k 293.58
2019-09-30 $1.5M 6.8k 223.92
2019-06-30 $1.4M 7.0k 197.89
2019-03-31 $1.3M 7.1k 189.92
2018-12-31 $1.1M 7.1k 157.79
2018-09-30 $1.6M 7.0k 225.76
2018-06-30 $1.2M 6.3k 185.14
2018-03-31 $1.1M 6.3k 167.78
2017-12-31 $1.1M 6.3k 169.27
2017-09-30 $977k 6.3k 154.13
2017-06-30 $917k 6.4k 143.96
2017-03-31 $855k 6.0k 143.70
2016-12-31 $698k 6.0k 115.91
2016-09-30 $266k 2.4k 113.00
2016-06-30 $200k 2.1k 95.79
2016-03-31 $216k 2.0k 109.04
2015-12-31 $230k 2.2k 105.46
2015-09-30 $241k 2.2k 110.50
2015-06-30 $307k 2.4k 125.56
2015-03-31 $304k 2.4k 124.34
2014-12-31 $270k 2.4k 110.43
2014-09-30 $246k 2.4k 100.65
2014-06-30 $284k 3.1k 92.93
2014-03-31 $253k 471 537.15
2013-12-31 $297k 529 561.44

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple