Apple shares owned by Bellwether Advisors
Historical chart of Bellwether Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Bellwether Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.9M | 11k | 271.86 |
| 2025-06-30 | $2.0M | 9.8k | 205.17 |
| 2025-03-31 | $2.1M | 9.3k | 222.12 |
| 2024-12-31 | $2.3M | 9.3k | 250.41 |
| 2024-09-30 | $2.0M | 8.4k | 233.01 |
| 2024-06-30 | $5.1M | 24k | 210.62 |
| 2024-03-31 | $857k | 5.0k | 171.47 |
| 2023-12-31 | $991k | 5.1k | 192.52 |
| 2023-09-30 | $877k | 5.1k | 171.20 |
| 2023-06-30 | $870k | 4.5k | 193.95 |
| 2023-03-31 | $537k | 3.3k | 164.91 |
| 2022-12-31 | $371k | 2.9k | 129.97 |
| 2022-09-30 | $449k | 3.3k | 138.03 |
| 2022-06-30 | $338k | 2.5k | 136.68 |
| 2022-03-31 | $433k | 2.5k | 174.25 |
| 2021-12-31 | $546k | 3.1k | 177.50 |
| 2021-09-30 | $429k | 3.0k | 141.30 |
| 2021-06-30 | $314k | 2.3k | 136.64 |
| 2021-03-31 | $334k | 2.7k | 121.99 |
| 2020-12-31 | $310k | 2.3k | 132.59 |