Apple shares owned by Delta Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Delta Financial Advisors
from 13F filings
Historical chart of Delta Financial Advisors investment in Apple
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Quarterly reported holdings in Apple by Delta Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 77k | 254.63 |
| 2025-06-30 | $13M | 65k | 205.17 |
| 2025-03-31 | $15M | 69k | 222.13 |
| 2024-12-31 | $17M | 69k | 250.42 |
| 2024-09-30 | $16M | 69k | 233.00 |
| 2024-06-30 | $15M | 71k | 210.62 |
| 2024-03-31 | $12M | 70k | 171.48 |
| 2023-12-31 | $13M | 69k | 192.53 |
| 2023-09-30 | $12M | 72k | 171.21 |
| 2023-06-30 | $14M | 72k | 193.97 |
| 2023-03-31 | $12M | 72k | 164.90 |
| 2022-12-31 | $9.5M | 73k | 129.93 |
| 2022-09-30 | $10M | 74k | 138.21 |
| 2022-06-30 | $10M | 74k | 136.72 |
| 2022-03-31 | $13M | 74k | 174.61 |
| 2021-12-31 | $13M | 74k | 177.57 |
| 2021-09-30 | $11M | 74k | 141.50 |
| 2021-06-30 | $10M | 75k | 136.96 |
| 2021-03-31 | $9.1M | 74k | 122.15 |
| 2020-12-31 | $9.8M | 74k | 132.69 |
| 2020-09-30 | $8.7M | 75k | 115.81 |
| 2020-06-30 | $8.0M | 22k | 364.82 |
| 2020-03-31 | $6.0M | 24k | 254.29 |
| 2019-12-31 | $8.1M | 28k | 293.67 |
| 2019-09-30 | $6.4M | 29k | 223.98 |
| 2019-06-30 | $5.8M | 29k | 197.94 |