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Apple shares owned by Helen Stephens Group

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Helen Stephens Group from 13F filings

Historical chart of Helen Stephens Group investment in Apple

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All positions including Apple held by Helen Stephens Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 15k 171.48
2023-12-31 $2.9M 15k 192.53
2023-09-30 $2.6M 15k 171.21
2023-06-30 $2.9M 15k 193.97
2023-03-31 $2.5M 15k 164.90
2022-12-31 $1.9M 15k 129.93
2022-09-30 $2.1M 15k 138.19
2022-06-30 $1.7M 12k 136.71
2022-03-31 $2.1M 12k 174.58
2021-12-31 $2.2M 12k 177.54