Fernwood Investment Management »

Apple shares owned by Fernwood Investment Management

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

Historical chart of Fernwood Investment Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Fernwood Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 83k 186.35
2023-09-30 $14M 82k 169.78
2023-06-30 $16M 84k 187.56
2023-03-31 $12M 75k 164.90
2022-12-31 $8.3M 64k 129.93
2022-09-30 $8.9M 65k 138.21
2022-06-30 $8.8M 64k 136.72
2022-03-31 $11M 64k 174.61
2021-12-31 $12M 66k 177.56
2021-09-30 $9.3M 65k 141.51
2021-06-30 $9.0M 65k 136.97
2021-03-31 $7.8M 64k 122.15
2020-12-31 $8.5M 64k 132.69
2020-09-30 $7.3M 63k 115.82
2020-06-30 $3.0M 8.3k 364.77
2020-03-31 $2.1M 8.4k 254.26
2019-12-31 $2.4M 8.2k 293.65
2019-09-30 $2.5M 11k 223.97
2019-06-30 $1.5M 7.5k 197.95
2019-03-31 $1.6M 8.3k 189.89
2018-12-31 $1.3M 8.1k 157.77
2018-09-30 $1.8M 7.9k 225.68
2018-06-30 $1.5M 8.1k 185.13
2018-03-31 $1.2M 7.1k 167.75
2017-12-31 $2.4M 14k 169.25
2017-09-30 $2.0M 13k 154.15
2017-06-30 $1.7M 12k 144.00
2017-03-31 $1.8M 13k 143.64
2016-12-31 $1.8M 15k 115.82
2016-09-30 $958k 8.5k 113.11
2016-06-30 $1.4M 15k 95.58
2016-03-31 $860k 7.9k 109.01
2015-12-31 $1.3M 13k 105.25
2015-09-30 $1.4M 13k 110.33
2015-06-30 $1.6M 13k 125.43
2015-03-31 $1.5M 12k 124.41
2014-12-31 $1.3M 12k 110.35
2014-09-30 $1.2M 12k 100.75
2014-06-30 $1.1M 12k 92.89
2014-03-31 $1.1M 2.1k 536.70
2013-12-31 $2.3M 4.0k 561.11