Apple shares owned by Charter Trust
Historical chart of Charter Trust investment in Apple
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All positions including Apple held by Charter Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63M | 246k | 254.63 |
| 2025-06-30 | $50M | 245k | 205.17 |
| 2025-03-31 | $56M | 251k | 222.13 |
| 2024-12-31 | $65M | 261k | 250.42 |
| 2024-09-30 | $61M | 263k | 233.00 |
| 2024-06-30 | $57M | 270k | 210.62 |
| 2024-03-31 | $46M | 269k | 171.48 |
| 2023-12-31 | $53M | 273k | 192.53 |
| 2023-09-30 | $47M | 277k | 171.21 |
| 2023-06-30 | $55M | 282k | 193.97 |
| 2023-03-31 | $47M | 288k | 164.90 |
| 2022-12-31 | $39M | 296k | 129.93 |
| 2022-09-30 | $42M | 302k | 138.20 |
| 2022-06-30 | $42M | 309k | 136.72 |
| 2022-03-31 | $51M | 293k | 174.61 |
| 2021-12-31 | $56M | 317k | 177.57 |
| 2021-09-30 | $46M | 327k | 141.50 |
| 2021-06-30 | $46M | 334k | 136.96 |
| 2021-03-31 | $42M | 347k | 122.15 |
| 2020-12-31 | $48M | 361k | 132.69 |
| 2020-09-30 | $43M | 370k | 115.81 |
| 2020-06-30 | $36M | 99k | 364.79 |
| 2020-03-31 | $26M | 101k | 254.29 |
| 2019-12-31 | $28M | 95k | 293.65 |
| 2019-09-30 | $21M | 93k | 223.97 |
| 2019-06-30 | $18M | 91k | 197.92 |
| 2019-03-31 | $17M | 89k | 189.95 |
| 2018-12-31 | $14M | 87k | 157.74 |
| 2018-09-30 | $19M | 84k | 225.74 |
| 2018-06-30 | $16M | 85k | 185.11 |
| 2018-03-31 | $14M | 84k | 167.78 |
| 2017-12-31 | $12M | 70k | 169.24 |
| 2017-09-30 | $11M | 71k | 154.12 |
| 2017-06-30 | $10M | 71k | 144.01 |
| 2017-03-31 | $11M | 74k | 143.66 |
| 2016-12-31 | $8.6M | 74k | 115.82 |
| 2014-03-31 | $6.0M | 11k | 536.73 |
| 2012-12-31 | $6.1M | 12k | 532.20 |
| 2012-09-30 | $7.2M | 11k | 667.15 |
| 2012-06-30 | $5.8M | 9.9k | 584.00 |
| 2012-03-31 | $5.2M | 8.7k | 599.51 |
| 2011-12-31 | $4.3M | 11k | 404.98 |
| 2011-09-30 | $4.1M | 11k | 381.33 |
| 2011-06-30 | $3.7M | 11k | 335.64 |
| 2011-03-31 | $3.8M | 11k | 348.51 |