Apple shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by BigSur Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 36k | 254.63 |
| 2025-06-30 | $8.7M | 42k | 205.17 |
| 2025-03-31 | $9.8M | 44k | 222.13 |
| 2024-12-31 | $13M | 50k | 250.42 |
| 2024-09-30 | $12M | 52k | 233.00 |
| 2024-06-30 | $11M | 52k | 210.62 |
| 2024-03-31 | $8.7M | 51k | 171.48 |
| 2023-12-31 | $5.7M | 30k | 192.53 |
| 2023-09-30 | $5.1M | 30k | 171.21 |
| 2023-06-30 | $5.9M | 31k | 193.97 |
| 2023-03-31 | $5.1M | 31k | 164.90 |
| 2022-12-31 | $4.3M | 33k | 129.93 |
| 2022-09-30 | $4.9M | 36k | 138.21 |
| 2022-06-30 | $5.1M | 37k | 136.72 |
| 2022-03-31 | $6.2M | 36k | 174.62 |
| 2021-12-31 | $4.2M | 24k | 177.57 |
| 2021-09-30 | $3.4M | 24k | 141.49 |
| 2021-06-30 | $3.8M | 28k | 136.97 |
| 2021-03-31 | $2.8M | 23k | 122.15 |
| 2020-12-31 | $3.8M | 28k | 132.50 |
| 2020-09-30 | $3.3M | 28k | 115.83 |
| 2020-06-30 | $4.2M | 11k | 364.78 |
| 2020-03-31 | $3.4M | 14k | 254.25 |
| 2019-12-31 | $4.7M | 16k | 293.64 |
| 2019-09-30 | $3.6M | 16k | 223.99 |
| 2019-06-30 | $2.1M | 10k | 201.56 |
| 2019-03-31 | $2.7M | 14k | 189.92 |
| 2018-12-31 | $2.2M | 14k | 157.77 |
| 2018-09-30 | $3.2M | 14k | 225.71 |
| 2018-06-30 | $2.4M | 13k | 185.14 |
| 2018-03-31 | $2.4M | 14k | 167.81 |
| 2017-12-31 | $2.1M | 12k | 169.26 |
| 2017-09-30 | $1.9M | 12k | 154.09 |
| 2017-06-30 | $2.3M | 15k | 158.80 |
| 2017-03-31 | $2.2M | 15k | 153.98 |
| 2016-12-31 | $2.3M | 20k | 115.82 |