Apple shares owned by Advisory Research
Historical chart of Advisory Research investment in Apple
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All positions including Apple held by Advisory Research consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Advisory Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 12k | 254.64 |
| 2025-06-30 | $6.7M | 33k | 205.17 |
| 2025-03-31 | $6.2M | 28k | 222.13 |
| 2024-12-31 | $1.8M | 7.2k | 250.42 |
| 2024-09-30 | $1.7M | 7.2k | 233.00 |
| 2024-06-30 | $1.3M | 6.2k | 210.62 |
| 2024-03-31 | $937k | 5.5k | 171.48 |
| 2023-12-31 | $11M | 57k | 192.53 |
| 2023-09-30 | $12M | 71k | 171.21 |
| 2023-06-30 | $14M | 71k | 193.97 |
| 2023-03-31 | $8.5M | 52k | 164.90 |
| 2022-12-31 | $14M | 107k | 129.93 |
| 2022-09-30 | $15M | 110k | 138.20 |
| 2022-06-30 | $11M | 83k | 136.72 |
| 2022-03-31 | $681k | 3.9k | 174.57 |
| 2021-12-31 | $833k | 4.7k | 177.65 |
| 2021-09-30 | $658k | 4.7k | 141.44 |
| 2021-06-30 | $642k | 4.7k | 137.03 |
| 2021-03-31 | $632k | 5.2k | 122.13 |
| 2020-12-31 | $827k | 6.2k | 132.74 |
| 2020-09-30 | $496k | 4.3k | 115.73 |
| 2020-06-30 | $405k | 1.1k | 364.86 |
| 2020-03-31 | $349k | 1.4k | 254.56 |
| 2019-12-31 | $391k | 1.3k | 293.32 |
| 2019-09-30 | $522k | 2.3k | 224.03 |
| 2019-06-30 | $287k | 1.5k | 197.66 |
| 2018-12-31 | $571k | 3.6k | 157.60 |
| 2018-09-30 | $947k | 4.2k | 225.69 |
| 2018-06-30 | $787k | 4.3k | 185.13 |
| 2018-03-31 | $2.1M | 13k | 167.77 |
| 2017-12-31 | $2.6M | 15k | 169.23 |
| 2017-09-30 | $2.1M | 14k | 154.10 |
| 2017-06-30 | $1.8M | 13k | 144.03 |
| 2017-03-31 | $1.3M | 9.3k | 143.70 |
| 2016-12-31 | $1.3M | 11k | 115.85 |
| 2016-09-30 | $1000k | 8.8k | 113.03 |
| 2016-06-30 | $848k | 8.9k | 95.60 |
| 2016-03-31 | $966k | 8.9k | 108.99 |
| 2015-12-31 | $1.1M | 11k | 105.28 |
| 2015-09-30 | $1.4M | 13k | 110.31 |
| 2015-06-30 | $1.6M | 12k | 125.46 |
| 2015-03-31 | $1.6M | 13k | 124.40 |
| 2014-12-31 | $1.5M | 14k | 110.35 |
| 2014-09-30 | $1.4M | 14k | 100.77 |
| 2014-06-30 | $1.4M | 15k | 92.95 |
| 2014-03-31 | $1.1M | 2.0k | 536.75 |
| 2013-12-31 | $1.1M | 2.0k | 560.78 |
| 2013-09-30 | $1.0M | 2.2k | 476.81 |
| 2013-06-30 | $852k | 2.1k | 396.46 |