Apple shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $30M | 109k | 271.86 |
| 2025-09-30 | $27M | 104k | 254.63 |
| 2025-06-30 | $21M | 102k | 205.17 |
| 2025-03-31 | $23M | 102k | 222.13 |
| 2024-12-31 | $17M | 69k | 250.42 |
| 2024-09-30 | $15M | 66k | 233.00 |
| 2024-06-30 | $13M | 63k | 210.62 |
| 2024-03-31 | $10M | 59k | 171.48 |
| 2023-12-31 | $12M | 60k | 192.53 |
| 2023-09-30 | $9.5M | 56k | 171.21 |
| 2023-06-30 | $11M | 58k | 193.97 |
| 2023-03-31 | $9.5M | 57k | 164.90 |
| 2022-12-31 | $7.3M | 56k | 129.93 |
| 2022-09-30 | $8.2M | 59k | 138.20 |
| 2022-06-30 | $8.1M | 60k | 136.72 |
| 2022-03-31 | $11M | 64k | 174.61 |
| 2021-12-31 | $9.8M | 62k | 159.23 |
More positions owned by Capital Performance Advisors
View all positions for Capital Performance Advisors