Apple shares owned by Capital Wealth Planning
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Capital Wealth Planning
from 13F filings
Historical chart of Capital Wealth Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Capital Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Capital Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $819M | 3.2M | 254.63 |
| 2025-06-30 | $521M | 2.5M | 205.17 |
| 2025-03-31 | $16k | 1.6M | 0.01 |
| 2024-12-31 | $15M | 59k | 250.42 |
| 2024-09-30 | $585M | 2.5M | 233.00 |
| 2024-06-30 | $462M | 2.2M | 210.62 |
| 2024-03-31 | $286M | 1.7M | 171.48 |
| 2023-12-31 | $9.7M | 51k | 192.53 |
| 2023-09-30 | $431M | 2.5M | 171.21 |
| 2023-06-30 | $396M | 2.0M | 193.97 |
| 2023-03-31 | $259M | 1.6M | 164.90 |
| 2022-12-31 | $123M | 944k | 129.93 |
| 2022-09-30 | $116M | 836k | 138.20 |
| 2022-06-30 | $259M | 1.9M | 136.72 |
| 2022-03-31 | $288M | 1.7M | 174.61 |
| 2021-12-31 | $290M | 1.6M | 177.57 |
| 2021-09-30 | $217M | 1.5M | 141.50 |
| 2021-06-30 | $314M | 1.5M | 212.22 |
| 2021-03-31 | $141M | 1.2M | 122.15 |
| 2020-12-31 | $142M | 1.0M | 139.07 |
| 2020-09-30 | $96M | 832k | 115.80 |
| 2020-06-30 | $96M | 262k | 364.80 |
| 2020-03-31 | $79M | 309k | 254.29 |
| 2019-12-31 | $9.9M | 34k | 293.65 |
| 2019-09-30 | $81M | 334k | 243.58 |
| 2019-06-30 | $45M | 226k | 197.92 |
| 2019-03-31 | $4.5M | 24k | 190.00 |
| 2018-12-31 | $3.8M | 24k | 157.69 |
| 2018-09-30 | $1.7M | 7.7k | 225.88 |
| 2018-06-30 | $2.3M | 13k | 185.45 |
| 2018-03-31 | $3.3M | 20k | 167.50 |
| 2017-09-30 | $2.3M | 15k | 154.39 |
| 2017-06-30 | $27M | 188k | 144.02 |
| 2017-03-31 | $427k | 3.0k | 143.53 |
| 2016-12-31 | $345k | 3.0k | 115.97 |
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