Apple shares owned by Carl Stuart Investment Advisor
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Carl Stuart Investment Advisor
from 13F filings
Historical chart of Carl Stuart Investment Advisor investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Carl Stuart Investment Advisor consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Carl Stuart Investment Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 1.0k | 254.61 |
| 2025-06-30 | $220k | 1.1k | 205.22 |
| 2025-03-31 | $224k | 1.0k | 222.03 |
| 2024-12-31 | $305k | 1.2k | 250.40 |
| 2024-09-30 | $283k | 1.2k | 233.05 |
| 2024-06-30 | $256k | 1.2k | 210.55 |
| 2024-03-31 | $204k | 1.2k | 171.45 |
| 2023-12-31 | $2.0M | 10k | 192.53 |
| 2023-09-30 | $1.8M | 10k | 173.76 |
| 2023-06-30 | $2.0M | 10k | 193.97 |
| 2023-03-31 | $61k | 10k | 5.90 |
| 2022-09-30 | $1.5M | 10k | 146.42 |
| 2022-06-30 | $1.5M | 10k | 146.36 |
| 2022-03-31 | $815k | 4.7k | 172.20 |
| 2021-12-31 | $2.2M | 12k | 177.59 |
More positions owned by Carl Stuart Investment Advisor
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