Apple shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Apple
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All positions including Apple held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $357M | 1.5M | 233.00 |
| 2024-06-30 | $345M | 1.6M | 210.62 |
| 2024-03-31 | $223M | 1.3M | 171.48 |
| 2023-12-31 | $603M | 3.1M | 192.42 |
| 2023-09-30 | $492M | 2.9M | 171.21 |
| 2023-06-30 | $519M | 2.7M | 193.94 |
| 2023-03-31 | $423M | 2.6M | 164.90 |
| 2022-12-31 | $340M | 2.6M | 129.93 |
| 2022-09-30 | $341M | 2.5M | 138.20 |
| 2022-06-30 | $332M | 2.4M | 136.72 |
| 2022-03-31 | $398M | 2.3M | 174.61 |
| 2021-12-31 | $393M | 2.2M | 177.57 |
| 2021-09-30 | $6.5M | 2.2M | 3.00 |
| 2021-06-30 | $287M | 2.1M | 136.96 |
| 2021-03-31 | $246M | 2.0M | 122.15 |
| 2020-12-31 | $39M | 2.0M | 20.00 |
| 2020-09-30 | $221M | 1.9M | 115.81 |
| 2020-06-30 | $165M | 451k | 364.80 |
| 2020-03-31 | $103M | 406k | 254.29 |
| 2019-12-31 | $110M | 374k | 293.65 |
| 2019-09-30 | $1.8M | 352k | 5.00 |
| 2019-06-30 | $68M | 345k | 197.92 |
| 2019-03-31 | $30M | 155k | 189.95 |
| 2018-12-31 | $21M | 130k | 157.74 |
| 2018-09-30 | $29M | 130k | 225.74 |
| 2018-06-30 | $20M | 106k | 185.11 |
| 2018-03-31 | $600k | 86k | 7.00 |
| 2017-12-31 | $12M | 69k | 169.23 |
| 2017-09-30 | $9.4M | 61k | 154.12 |
| 2017-06-30 | $6.3M | 44k | 144.01 |
| 2017-03-31 | $4.5M | 31k | 143.65 |
| 2016-12-31 | $2.2M | 19k | 115.79 |