Apple shares owned by Core Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Core Wealth Management
from 13F filings
Historical chart of Core Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Core Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Core Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $857k | 3.4k | 254.63 |
| 2025-06-30 | $536k | 2.6k | 205.15 |
| 2025-03-31 | $657k | 3.0k | 222.16 |
| 2024-12-31 | $741k | 3.0k | 250.42 |
| 2024-09-30 | $625k | 3.0k | 210.65 |
| 2024-06-30 | $625k | 3.0k | 210.65 |
| 2024-03-31 | $500k | 2.9k | 171.48 |
| 2023-12-31 | $322k | 1.7k | 192.53 |
| 2023-09-30 | $286k | 1.7k | 171.21 |
| 2023-06-30 | $317k | 1.6k | 193.97 |
| 2023-03-31 | $265k | 1.6k | 164.90 |