Apple shares owned by Adams Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Adams Wealth Management
from 13F filings
Historical chart of Adams Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Adams Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Adams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 10k | 254.62 |
| 2025-06-30 | $2.2M | 11k | 205.16 |
| 2025-03-31 | $3.0M | 13k | 222.12 |
| 2024-12-31 | $3.4M | 13k | 250.38 |
| 2024-09-30 | $2.9M | 12k | 232.99 |
| 2024-06-30 | $2.8M | 13k | 210.61 |
| 2024-03-31 | $2.5M | 15k | 171.48 |
| 2023-12-31 | $2.8M | 15k | 192.52 |
| 2023-09-30 | $2.5M | 15k | 171.21 |
| 2023-06-30 | $1.5M | 7.8k | 193.97 |
| 2023-03-31 | $1.3M | 7.9k | 164.90 |
| 2022-12-31 | $1.0M | 7.9k | 129.93 |
| 2022-09-30 | $1.1M | 7.9k | 138.17 |
| 2022-06-30 | $1.1M | 8.0k | 136.76 |
| 2022-03-31 | $1.4M | 7.8k | 174.58 |
| 2021-12-31 | $1.7M | 9.8k | 177.54 |
| 2021-09-30 | $1.7M | 12k | 141.47 |
| 2021-06-30 | $1.4M | 10k | 136.97 |
| 2021-03-31 | $1.3M | 10k | 122.16 |
| 2020-12-31 | $1.4M | 10k | 132.65 |
| 2020-09-30 | $1.3M | 12k | 115.80 |
| 2020-06-30 | $1.1M | 3.0k | 364.69 |
| 2020-03-31 | $1.4M | 5.7k | 254.26 |
| 2019-12-31 | $1.9M | 6.5k | 293.65 |