Axxcess Wealth Management »

Apple shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $85M 453k 187.39
2023-09-30 $67M 403k 165.85
2023-06-30 $45M 242k 186.09
2023-03-31 $38M 240k 158.26
2022-12-31 $30M 241k 125.24
2022-09-30 $31M 231k 132.91
2022-06-30 $31M 232k 133.51
2022-03-31 $39M 226k 170.08
2021-12-31 $38M 219k 172.74