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Apple shares owned by Jeppson Wealth Management

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

Historical chart of Jeppson Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Jeppson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 101k 171.48
2023-12-31 $20M 101k 192.53
2023-09-30 $18M 102k 171.21
2023-06-30 $20M 105k 193.97
2023-03-31 $18M 108k 164.90
2022-12-31 $14M 111k 129.93
2022-09-30 $15M 111k 138.20
2022-06-30 $15M 111k 136.72
2022-03-31 $18M 100k 174.61
2021-12-31 $18M 100k 177.57
2021-09-30 $14M 102k 141.50
2021-06-30 $14M 102k 136.96
2021-03-31 $13M 103k 122.15
2020-12-31 $14M 104k 132.69
2020-09-30 $12M 105k 115.81