Apple shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in Apple
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Quarterly reported holdings in Apple by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 62k | 254.63 |
| 2025-06-30 | $13M | 62k | 205.17 |
| 2025-03-31 | $12M | 62k | 198.51 |
| 2024-12-31 | $5.2M | 21k | 250.42 |
| 2024-09-30 | $4.9M | 21k | 233.00 |
| 2024-06-30 | $13M | 61k | 210.62 |
| 2024-03-31 | $8.9M | 48k | 183.38 |
| 2023-12-31 | $5.7M | 30k | 192.53 |
| 2023-09-30 | $5.0M | 29k | 171.21 |
| 2023-06-30 | $5.7M | 29k | 193.97 |
| 2023-03-31 | $4.8M | 29k | 164.90 |
| 2022-12-31 | $3.9M | 30k | 129.93 |
| 2022-09-30 | $4.4M | 32k | 138.21 |
| 2022-06-30 | $4.4M | 32k | 136.71 |
| 2022-03-31 | $6.2M | 36k | 174.62 |
| 2021-12-31 | $5.6M | 31k | 177.58 |
| 2021-09-30 | $2.9M | 21k | 141.50 |
| 2021-06-30 | $2.7M | 20k | 136.97 |
| 2021-03-31 | $2.3M | 18k | 122.13 |
| 2020-12-31 | $2.0M | 15k | 132.67 |