Apple shares owned by CapWealth Advisors
Historical chart of CapWealth Advisors investment in Apple
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Quarterly reported holdings in Apple by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $34M | 177k | 192.53 |
| 2023-09-30 | $31M | 180k | 171.21 |
| 2023-06-30 | $38M | 196k | 193.97 |
| 2023-03-31 | $34M | 204k | 164.90 |
| 2022-12-31 | $30M | 230k | 129.93 |
| 2022-09-30 | $32M | 230k | 138.20 |
| 2022-06-30 | $32M | 233k | 136.72 |
| 2022-03-31 | $39M | 226k | 174.61 |
| 2021-12-31 | $41M | 228k | 177.57 |
| 2021-09-30 | $33M | 233k | 141.50 |
| 2021-06-30 | $41M | 298k | 136.96 |
| 2021-03-31 | $37M | 302k | 122.15 |
| 2020-12-31 | $44M | 330k | 132.69 |
| 2020-09-30 | $39M | 336k | 115.81 |
| 2020-06-30 | $39M | 108k | 364.80 |
| 2020-03-31 | $34M | 133k | 254.29 |
| 2019-12-31 | $41M | 139k | 293.65 |
| 2019-09-30 | $32M | 145k | 223.97 |
| 2019-06-30 | $28M | 142k | 197.92 |
| 2019-03-31 | $27M | 141k | 189.95 |
| 2018-12-31 | $22M | 139k | 157.74 |
| 2018-09-30 | $28M | 125k | 225.74 |
| 2018-06-30 | $23M | 126k | 185.11 |
| 2018-03-31 | $24M | 142k | 169.23 |
| 2017-12-31 | $24M | 142k | 169.23 |
| 2017-09-30 | $22M | 141k | 154.12 |
| 2017-06-30 | $20M | 142k | 144.02 |
| 2017-03-31 | $21M | 144k | 143.66 |
| 2016-12-31 | $17M | 144k | 115.82 |
| 2016-09-30 | $16M | 144k | 113.05 |
| 2016-06-30 | $14M | 148k | 95.60 |
| 2016-03-31 | $16M | 147k | 108.99 |
| 2015-12-31 | $16M | 148k | 105.26 |
| 2015-09-30 | $16M | 148k | 110.30 |
| 2015-06-30 | $19M | 150k | 125.42 |
| 2015-03-31 | $18M | 145k | 124.43 |
| 2014-12-31 | $16M | 145k | 110.38 |
| 2014-09-30 | $15M | 146k | 100.75 |
| 2014-06-30 | $13M | 142k | 92.93 |
| 2014-03-31 | $10M | 19k | 536.74 |
| 2013-12-31 | $11M | 19k | 560.99 |
| 2013-09-30 | $10M | 21k | 476.78 |
| 2013-06-30 | $8.1M | 20k | 396.50 |
| 2013-03-31 | $9.3M | 21k | 442.69 |
| 2012-12-31 | $10M | 19k | 532.16 |
| 2012-09-30 | $12M | 18k | 667.12 |
| 2012-06-30 | $5.7M | 9.7k | 583.96 |
| 2012-03-31 | $4.0M | 6.6k | 599.54 |
| 2011-12-31 | $2.8M | 6.8k | 404.98 |