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Apple shares owned by Benchmark Financial Wealth Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Benchmark Financial Wealth Advisors from 13F filings

Historical chart of Benchmark Financial Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.4M 38k 171.48
2023-12-31 $7.1M 37k 192.53
2023-09-30 $6.3M 37k 171.21
2023-06-30 $7.1M 37k 193.97
2023-03-31 $6.1M 37k 164.90
2022-12-31 $4.9M 37k 129.93
2022-09-30 $5.3M 38k 138.21
2022-06-30 $5.3M 39k 136.72
2022-03-31 $6.6M 38k 174.62
2021-12-31 $6.8M 39k 177.57
2021-09-30 $5.3M 38k 141.50
2021-06-30 $5.2M 38k 136.97
2021-03-31 $4.6M 38k 122.15
2020-12-31 $5.7M 43k 132.68
2020-09-30 $5.1M 44k 115.81
2020-06-30 $3.4M 9.3k 364.82
2020-03-31 $2.0M 7.9k 254.32
2019-12-31 $2.3M 7.8k 293.65
2019-09-30 $1.8M 7.8k 223.95
2019-06-30 $1.9M 9.7k 197.92
2019-03-31 $1.6M 8.3k 189.99
2018-12-31 $1.4M 8.8k 157.72