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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

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Quarterly reported holdings in Apple by Charter Research & Investment

Quarter filed Position value Share count Share price at filing
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