Apple shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Apple
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Quarterly reported holdings in Apple by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 78k | 254.63 |
| 2025-06-30 | $16M | 76k | 205.17 |
| 2025-03-31 | $17M | 77k | 222.13 |
| 2024-12-31 | $20M | 80k | 250.42 |
| 2024-09-30 | $19M | 81k | 233.00 |
| 2024-06-30 | $16M | 78k | 210.62 |
| 2024-03-31 | $14M | 80k | 171.48 |
| 2023-12-31 | $13M | 69k | 192.53 |
| 2023-09-30 | $12M | 69k | 171.21 |
| 2023-06-30 | $13M | 69k | 193.97 |
| 2023-03-31 | $11M | 69k | 164.90 |
| 2022-12-31 | $8.6M | 66k | 129.93 |
| 2022-09-30 | $9.0M | 65k | 138.20 |
| 2022-06-30 | $9.4M | 69k | 136.72 |
| 2022-03-31 | $12M | 68k | 174.61 |
| 2021-12-31 | $12M | 68k | 177.57 |
| 2021-09-30 | $9.5M | 67k | 141.49 |
| 2021-06-30 | $9.3M | 68k | 136.96 |
| 2021-03-31 | $8.2M | 67k | 122.14 |
| 2020-12-31 | $9.0M | 68k | 132.69 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management