Apple shares owned by Elmwood Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Elmwood Wealth Management
from 13F filings
Historical chart of Elmwood Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Elmwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Elmwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.5M | 24k | 233.00 |
| 2024-06-30 | $5.2M | 25k | 210.62 |
| 2024-03-31 | $4.4M | 25k | 171.48 |
| 2023-12-31 | $3.9M | 20k | 192.53 |
| 2023-09-30 | $4.9M | 29k | 171.21 |
| 2023-06-30 | $5.6M | 29k | 193.97 |
| 2023-03-31 | $5.6M | 34k | 164.90 |
| 2022-12-31 | $4.5M | 35k | 129.93 |
| 2022-09-30 | $4.8M | 35k | 138.20 |
| 2021-06-30 | $4.7M | 35k | 136.96 |
| 2021-03-31 | $4.2M | 34k | 122.14 |
| 2020-09-30 | $3.4M | 9.4k | 364.76 |
| 2020-06-30 | $3.4M | 9.4k | 364.76 |
| 2020-03-31 | $2.5M | 15k | 167.78 |
| 2019-12-31 | $2.8M | 9.6k | 293.67 |
| 2019-09-30 | $1.8M | 8.2k | 223.98 |
| 2019-06-30 | $1.6M | 8.2k | 197.98 |
| 2019-03-31 | $1.6M | 8.5k | 189.95 |
| 2018-12-31 | $2.4M | 15k | 157.74 |
| 2018-09-30 | $3.4M | 15k | 225.73 |
| 2018-06-30 | $2.8M | 15k | 185.11 |
| 2018-03-31 | $2.5M | 15k | 167.78 |