Apple shares owned by Crestmont Private Wealth
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Crestmont Private Wealth
from 13F filings
Historical chart of Crestmont Private Wealth investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Crestmont Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Crestmont Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 3.9k | 271.86 |
| 2025-09-30 | $981k | 3.9k | 254.63 |
| 2025-06-30 | $745k | 3.6k | 205.17 |
| 2025-03-31 | $744k | 3.4k | 222.13 |
| 2024-12-31 | $728k | 2.9k | 250.42 |
| 2024-09-30 | $738k | 3.2k | 233.00 |
| 2024-06-30 | $636k | 3.0k | 210.62 |
| 2024-03-31 | $402k | 2.3k | 171.50 |
| 2023-12-31 | $344k | 1.8k | 192.55 |
| 2023-09-30 | $311k | 1.8k | 171.23 |
| 2022-03-31 | $7.0k | 40 | 175.00 |