Apple shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $64M | 251k | 254.63 |
| 2021-12-31 | $47M | 263k | 177.57 |
| 2021-09-30 | $38M | 267k | 141.50 |
| 2021-06-30 | $36M | 261k | 136.96 |
| 2021-03-31 | $33M | 268k | 122.15 |
| 2020-12-31 | $36M | 272k | 132.69 |
| 2020-09-30 | $32M | 272k | 115.81 |
| 2020-06-30 | $27M | 74k | 364.80 |
| 2020-03-31 | $19M | 75k | 254.29 |
| 2019-12-31 | $22M | 75k | 293.65 |