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Apple shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Apple

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All positions including Apple held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $29M 168k 171.21
2023-06-30 $32M 162k 193.97
2023-03-31 $28M 167k 164.90
2022-12-31 $22M 169k 129.93
2022-09-30 $24M 172k 138.20
2022-06-30 $24M 173k 136.72
2022-03-31 $30M 174k 174.61
2021-12-31 $31M 176k 177.57
2021-09-30 $25M 176k 141.50
2021-06-30 $25M 180k 136.96
2021-03-31 $22M 180k 122.15
2020-12-31 $24M 183k 132.69
2020-09-30 $21M 185k 115.81
2020-06-30 $17M 46k 364.80
2020-03-31 $12M 45k 254.29
2019-12-31 $14M 49k 293.65
2019-09-30 $11M 50k 223.97
2019-06-30 $10M 50k 197.93
2019-03-31 $9.7M 51k 189.94
2018-12-31 $8.0M 51k 157.74
2018-09-30 $12M 52k 225.75
2018-06-30 $9.6M 52k 185.12
2018-03-31 $9.0M 54k 167.77
2017-12-31 $9.3M 55k 169.23
2017-09-30 $8.6M 56k 154.11
2017-06-30 $8.1M 56k 144.03
2017-03-31 $7.9M 55k 143.65
2016-12-31 $6.5M 56k 115.82
2016-09-30 $6.2M 55k 113.05
2016-06-30 $5.3M 56k 95.60
2016-03-31 $6.2M 57k 108.99
2015-12-31 $7.0M 67k 105.26
2015-09-30 $7.5M 68k 110.29
2015-06-30 $9.8M 78k 125.43
2015-03-31 $9.9M 79k 124.43
2014-12-31 $8.6M 78k 110.38
2014-09-30 $7.9M 78k 100.75
2014-06-30 $7.1M 77k 92.93
2014-03-31 $6.5M 12k 561.01
2013-12-31 $6.5M 12k 561.01