Apple shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in Apple
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Quarterly reported holdings in Apple by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39M | 153k | 254.63 |
| 2025-06-30 | $32M | 154k | 205.17 |
| 2025-03-31 | $35M | 157k | 222.13 |
| 2024-12-31 | $38M | 152k | 250.42 |
| 2024-09-30 | $33M | 142k | 233.00 |
| 2024-06-30 | $30M | 144k | 210.62 |
| 2024-03-31 | $25M | 145k | 171.48 |
| 2023-12-31 | $30M | 153k | 192.53 |
| 2023-09-30 | $26M | 151k | 171.21 |
| 2023-06-30 | $30M | 154k | 194.78 |
| 2023-03-31 | $24M | 146k | 164.83 |
| 2022-12-31 | $19M | 145k | 129.89 |
| 2022-09-30 | $20M | 145k | 138.20 |
| 2022-06-30 | $20M | 149k | 136.71 |
| 2022-03-31 | $26M | 150k | 174.61 |
| 2021-12-31 | $26M | 147k | 177.57 |
| 2021-09-30 | $21M | 148k | 141.50 |
| 2021-06-30 | $20M | 148k | 136.96 |
| 2021-03-31 | $18M | 147k | 122.15 |
| 2020-12-31 | $22M | 166k | 132.69 |
| 2020-09-30 | $20M | 173k | 115.81 |
| 2020-06-30 | $16M | 44k | 364.79 |
| 2020-03-31 | $11M | 42k | 254.28 |
| 2019-12-31 | $12M | 42k | 293.65 |
| 2019-09-30 | $9.6M | 43k | 223.97 |
| 2019-06-30 | $8.5M | 43k | 198.05 |
| 2019-03-31 | $8.0M | 42k | 189.94 |
| 2018-12-31 | $6.5M | 41k | 157.73 |
| 2018-09-30 | $8.9M | 40k | 225.75 |
| 2018-06-30 | $7.2M | 39k | 185.09 |
| 2018-03-31 | $6.5M | 39k | 167.78 |
| 2017-12-31 | $6.4M | 38k | 169.24 |
| 2017-09-30 | $5.9M | 38k | 154.12 |
| 2017-06-30 | $5.4M | 38k | 144.03 |
| 2017-03-31 | $5.4M | 38k | 143.66 |
| 2016-12-31 | $4.3M | 37k | 115.82 |
| 2016-09-30 | $4.3M | 38k | 113.06 |
| 2016-06-30 | $3.6M | 37k | 95.60 |
| 2016-03-31 | $4.3M | 39k | 109.00 |
| 2015-12-31 | $4.1M | 39k | 105.26 |
| 2015-09-30 | $4.2M | 38k | 110.30 |
| 2015-06-30 | $4.6M | 37k | 125.42 |
| 2015-03-31 | $4.5M | 37k | 124.43 |
| 2014-12-31 | $4.0M | 37k | 110.38 |
| 2014-09-30 | $3.5M | 35k | 100.74 |
| 2014-06-30 | $3.2M | 35k | 92.93 |
| 2014-03-31 | $2.7M | 4.9k | 536.81 |
| 2013-12-31 | $2.7M | 4.9k | 560.92 |