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Apple shares owned by Apella Capital

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Apella Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 79k 226.78
2024-06-30 $18M 78k 228.68
2024-03-31 $12M 68k 169.67
2023-12-31 $13M 69k 181.91
2023-09-30 $11M 67k 171.21
2023-06-30 $13M 67k 193.97
2022-12-31 $8.4M 65k 129.93
2022-09-30 $8.8M 64k 138.21
2022-06-30 $8.0M 59k 136.72
2022-03-31 $10M 59k 174.60
2021-12-31 $8.5M 48k 177.57
2021-09-30 $6.7M 48k 141.11
2021-06-30 $7.8M 57k 136.96
2021-03-31 $6.6M 54k 122.15
2020-12-31 $5.8M 43k 132.68
2020-09-30 $6.1M 53k 115.82
2020-06-30 $3.9M 11k 364.78
2020-03-31 $2.6M 10k 254.26