Apple shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Apple (AAPL) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Apple
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Quarterly reported holdings in Apple by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $60M | 313k | 192.53 |
| 2023-09-30 | $54M | 315k | 171.21 |
| 2023-06-30 | $62M | 319k | 193.97 |
| 2023-03-31 | $53M | 321k | 164.90 |
| 2022-12-31 | $42M | 326k | 129.93 |
| 2022-09-30 | $49M | 351k | 138.20 |
| 2022-06-30 | $45M | 330k | 136.72 |
| 2022-03-31 | $62M | 356k | 174.61 |
| 2021-12-31 | $63M | 356k | 177.57 |
| 2021-09-30 | $51M | 360k | 141.50 |
| 2021-06-30 | $48M | 349k | 136.96 |
| 2021-03-31 | $42M | 341k | 122.15 |
| 2020-12-31 | $45M | 337k | 132.69 |
| 2020-09-30 | $38M | 330k | 115.81 |
| 2020-06-30 | $32M | 87k | 364.80 |
| 2020-03-31 | $22M | 88k | 254.29 |
| 2019-12-31 | $20M | 68k | 293.64 |
| 2019-09-30 | $16M | 69k | 223.97 |
| 2019-06-30 | $14M | 71k | 197.92 |
| 2019-03-31 | $14M | 71k | 189.95 |
| 2018-12-31 | $14M | 87k | 157.74 |
| 2018-09-30 | $21M | 92k | 225.74 |
| 2018-06-30 | $15M | 79k | 185.12 |
| 2018-03-31 | $13M | 80k | 167.78 |
| 2017-12-31 | $15M | 90k | 169.23 |
| 2017-09-30 | $14M | 88k | 154.13 |
| 2017-06-30 | $13M | 91k | 144.02 |
| 2017-03-31 | $13M | 88k | 143.66 |
| 2016-12-31 | $11M | 92k | 115.82 |
| 2016-09-30 | $9.4M | 84k | 113.05 |
| 2016-06-30 | $8.3M | 87k | 95.60 |
| 2016-03-31 | $15M | 139k | 108.99 |
| 2015-12-31 | $6.6M | 63k | 105.25 |
| 2015-09-30 | $6.4M | 58k | 110.31 |
| 2015-06-30 | $7.2M | 57k | 125.43 |
| 2015-03-31 | $7.3M | 59k | 124.42 |
| 2014-12-31 | $6.6M | 60k | 110.38 |
| 2014-09-30 | $6.0M | 59k | 100.75 |
| 2014-06-30 | $5.6M | 60k | 92.93 |
| 2014-03-31 | $4.8M | 8.9k | 536.71 |
| 2013-12-31 | $5.0M | 8.9k | 560.99 |
| 2013-09-30 | $4.3M | 9.0k | 476.75 |
| 2013-06-30 | $3.9M | 9.8k | 396.57 |
| 2013-03-31 | $3.4M | 7.6k | 442.62 |
| 2012-12-31 | $3.6M | 6.8k | 532.11 |
| 2012-09-30 | $3.9M | 5.8k | 667.18 |
| 2012-06-30 | $3.6M | 6.2k | 583.97 |
| 2012-03-31 | $3.5M | 5.8k | 599.62 |
| 2011-12-31 | $2.7M | 6.7k | 404.94 |
| 2011-09-30 | $2.2M | 5.7k | 381.37 |
| 2011-06-30 | $2.0M | 5.9k | 335.70 |
| 2011-03-31 | $2.0M | 5.7k | 348.59 |
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