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Apple shares owned by AE Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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
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