Apple shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Apple
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Quarterly reported holdings in Apple by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $20M | 103k | 192.53 |
| 2023-09-30 | $18M | 106k | 171.21 |
| 2023-06-30 | $21M | 106k | 193.97 |
| 2023-03-31 | $17M | 105k | 164.90 |
| 2022-12-31 | $14M | 106k | 129.93 |
| 2022-09-30 | $15M | 105k | 138.20 |
| 2022-06-30 | $14M | 105k | 136.72 |
| 2022-03-31 | $19M | 107k | 174.62 |
| 2021-12-31 | $19M | 108k | 177.57 |
| 2021-09-30 | $15M | 106k | 141.50 |
| 2021-06-30 | $15M | 106k | 136.96 |
| 2021-03-31 | $13M | 109k | 122.15 |
| 2020-12-31 | $16M | 120k | 132.69 |
| 2020-09-30 | $14M | 118k | 115.81 |
| 2020-06-30 | $10M | 28k | 364.81 |
| 2020-03-31 | $7.1M | 28k | 254.27 |
| 2019-12-31 | $8.2M | 28k | 293.65 |
| 2019-09-30 | $6.5M | 29k | 223.97 |
| 2019-06-30 | $6.1M | 31k | 197.92 |
| 2019-03-31 | $6.1M | 32k | 189.94 |
| 2018-12-31 | $4.8M | 31k | 157.75 |
| 2018-09-30 | $6.9M | 31k | 225.75 |
| 2018-06-30 | $3.7M | 20k | 185.09 |
| 2018-03-31 | $6.1M | 36k | 167.77 |
| 2017-12-31 | $6.1M | 36k | 169.23 |
| 2017-09-30 | $5.4M | 35k | 154.12 |
| 2017-06-30 | $4.6M | 32k | 144.03 |
| 2017-03-31 | $4.6M | 32k | 143.65 |
| 2016-12-31 | $3.6M | 31k | 115.81 |
| 2016-09-30 | $3.8M | 33k | 113.04 |
| 2016-06-30 | $3.2M | 33k | 95.60 |
| 2016-03-31 | $3.6M | 34k | 109.00 |
| 2015-12-31 | $3.1M | 29k | 105.27 |
| 2015-09-30 | $3.2M | 29k | 110.29 |
| 2015-06-30 | $3.0M | 24k | 125.44 |
| 2015-03-31 | $2.4M | 20k | 124.44 |
| 2014-12-31 | $1.9M | 17k | 110.38 |