Apple shares owned by Crestwood Advisors
Historical chart of Crestwood Advisors investment in Apple
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Quarterly reported holdings in Apple by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $358M | 1.4M | 254.63 |
| 2025-06-30 | $298M | 1.5M | 205.17 |
| 2025-03-31 | $329M | 1.5M | 222.13 |
| 2024-12-31 | $365M | 1.5M | 250.42 |
| 2024-09-30 | $340M | 1.5M | 233.00 |
| 2024-06-30 | $306M | 1.5M | 210.62 |
| 2024-03-31 | $250M | 1.5M | 171.48 |
| 2023-12-31 | $286M | 1.5M | 192.53 |
| 2023-09-30 | $254M | 1.5M | 171.21 |
| 2023-06-30 | $265M | 1.4M | 193.97 |
| 2023-03-31 | $235M | 1.4M | 164.90 |
| 2022-12-31 | $196M | 1.5M | 129.93 |
| 2022-09-30 | $209M | 1.5M | 138.20 |
| 2022-06-30 | $208M | 1.5M | 136.72 |
| 2022-03-31 | $254M | 1.5M | 174.61 |
| 2021-12-31 | $264M | 1.5M | 177.57 |
| 2021-09-30 | $214M | 1.5M | 141.50 |
| 2021-06-30 | $213M | 1.6M | 136.96 |
| 2021-03-31 | $188M | 1.5M | 122.15 |
| 2020-12-31 | $205M | 1.5M | 132.69 |
| 2020-09-30 | $184M | 1.6M | 115.81 |
| 2020-06-30 | $148M | 405k | 364.80 |
| 2020-03-31 | $105M | 413k | 254.29 |
| 2019-12-31 | $121M | 411k | 293.65 |
| 2019-09-30 | $93M | 414k | 223.97 |
| 2019-06-30 | $81M | 409k | 197.92 |
| 2019-03-31 | $52M | 273k | 189.95 |
| 2018-12-31 | $42M | 265k | 157.74 |
| 2018-09-30 | $56M | 248k | 225.74 |
| 2018-06-30 | $52M | 250k | 208.86 |
| 2018-03-31 | $42M | 252k | 167.78 |
| 2017-12-31 | $42M | 246k | 169.23 |
| 2017-09-30 | $38M | 246k | 154.12 |
| 2017-06-30 | $37M | 245k | 149.52 |
| 2017-03-31 | $38M | 265k | 143.66 |
| 2016-12-31 | $32M | 277k | 115.82 |
| 2016-09-30 | $32M | 281k | 113.05 |
| 2016-06-30 | $27M | 281k | 95.60 |
| 2016-03-31 | $31M | 281k | 108.99 |
| 2015-12-31 | $28M | 268k | 105.26 |
| 2015-09-30 | $28M | 256k | 110.30 |
| 2015-06-30 | $30M | 238k | 125.43 |
| 2015-03-31 | $26M | 208k | 124.43 |
| 2014-12-31 | $22M | 198k | 110.38 |
| 2014-09-30 | $20M | 195k | 100.75 |
| 2014-06-30 | $18M | 196k | 92.93 |
| 2014-03-31 | $15M | 28k | 536.73 |
| 2013-12-31 | $15M | 27k | 561.01 |
| 2013-09-30 | $13M | 27k | 476.76 |
| 2013-06-30 | $11M | 26k | 396.54 |
| 2013-03-31 | $11M | 25k | 442.66 |
| 2012-12-31 | $12M | 23k | 532.15 |
| 2012-09-30 | $15M | 22k | 667.11 |
| 2012-06-30 | $13M | 23k | 584.02 |
| 2012-03-31 | $13M | 22k | 599.55 |
| 2011-12-31 | $12M | 28k | 405.00 |
| 2011-09-30 | $9.2M | 24k | 381.32 |
| 2011-06-30 | $8.0M | 24k | 335.65 |
| 2011-03-31 | $8.1M | 23k | 348.50 |