Apple shares owned by Brown Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Brown Wealth Management
from 13F filings
Historical chart of Brown Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Brown Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Brown Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.9M | 18k | 271.86 |
| 2025-09-30 | $4.0M | 16k | 254.63 |
| 2025-06-30 | $2.7M | 13k | 205.17 |
| 2025-03-31 | $2.6M | 12k | 222.12 |
| 2024-12-31 | $2.1M | 8.4k | 250.43 |
| 2024-09-30 | $1.9M | 8.1k | 232.99 |
| 2024-06-30 | $1.6M | 7.5k | 210.62 |
| 2024-03-31 | $1.3M | 7.4k | 171.48 |
| 2023-12-31 | $1.4M | 7.4k | 192.53 |
| 2023-09-30 | $1.3M | 7.4k | 171.21 |
| 2023-06-30 | $1.6M | 8.1k | 193.97 |