Apple shares owned by Charter Research & Investment
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Charter Research & Investment
from 13F filings
Historical chart of Charter Research & Investment investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Charter Research & Investment consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Charter Research & Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 67k | 254.63 |
| 2025-06-30 | $14M | 68k | 205.17 |
| 2025-03-31 | $15M | 69k | 222.13 |
| 2024-12-31 | $18M | 70k | 250.42 |
| 2024-09-30 | $17M | 72k | 233.00 |
| 2024-06-30 | $16M | 74k | 210.62 |
| 2024-03-31 | $13M | 75k | 171.48 |
| 2023-12-31 | $15M | 76k | 192.53 |
| 2023-09-30 | $13M | 78k | 171.21 |
| 2023-06-30 | $16M | 82k | 193.97 |
| 2023-03-31 | $14M | 84k | 164.90 |
| 2022-12-31 | $11M | 83k | 129.93 |
| 2022-09-30 | $11M | 83k | 138.20 |
| 2022-06-30 | $11M | 83k | 136.72 |
| 2022-03-31 | $15M | 84k | 174.62 |
| 2021-12-31 | $15M | 84k | 177.57 |
| 2021-09-30 | $12M | 84k | 141.50 |
| 2021-06-30 | $12M | 85k | 136.95 |
| 2021-03-31 | $11M | 89k | 122.15 |
| 2020-12-31 | $12M | 89k | 132.69 |
| 2020-09-30 | $10M | 90k | 115.81 |
| 2020-06-30 | $8.3M | 23k | 364.78 |
| 2020-03-31 | $5.9M | 23k | 254.31 |
| 2019-12-31 | $6.9M | 23k | 293.64 |
| 2019-09-30 | $5.2M | 23k | 223.97 |
| 2019-06-30 | $4.7M | 24k | 197.92 |
| 2019-03-31 | $4.6M | 24k | 189.97 |
| 2018-12-31 | $3.8M | 24k | 157.73 |
| 2018-09-30 | $5.5M | 24k | 225.72 |
| 2018-06-30 | $4.6M | 25k | 185.11 |
| 2018-03-31 | $4.2M | 25k | 167.79 |
| 2017-12-31 | $4.4M | 26k | 169.24 |
| 2016-09-30 | $3.7M | 33k | 113.05 |
| 2016-06-30 | $3.1M | 32k | 95.60 |
| 2016-03-31 | $3.5M | 32k | 108.99 |
| 2015-12-31 | $3.4M | 33k | 105.25 |
| 2015-09-30 | $3.6M | 33k | 110.30 |
| 2015-06-30 | $4.1M | 33k | 125.42 |
| 2015-03-31 | $4.1M | 33k | 124.43 |
| 2014-12-31 | $3.7M | 33k | 110.39 |
More positions owned by Charter Research & Investment
View all positions for Charter Research & Investment