Apple shares owned by Endowment Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Endowment Wealth Management
from 13F filings
Historical chart of Endowment Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Endowment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.4k | 254.63 |
| 2025-06-30 | $1.1M | 5.5k | 205.17 |
| 2025-03-31 | $1.0M | 4.7k | 222.11 |
| 2024-12-31 | $1.2M | 4.6k | 250.44 |
| 2024-09-30 | $1.1M | 4.6k | 233.01 |
| 2024-06-30 | $974k | 4.6k | 210.64 |
| 2024-03-31 | $831k | 4.8k | 171.47 |
| 2023-12-31 | $1.1M | 5.7k | 192.52 |
| 2023-09-30 | $1.1M | 6.5k | 171.21 |
| 2023-06-30 | $1.2M | 6.3k | 193.96 |
| 2023-03-31 | $1.0M | 6.2k | 164.90 |
| 2022-12-31 | $735k | 5.7k | 129.92 |
| 2022-09-30 | $775k | 5.6k | 138.12 |
| 2022-06-30 | $461k | 3.4k | 136.59 |
| 2022-03-31 | $584k | 3.3k | 174.69 |
| 2021-12-31 | $540k | 3.0k | 177.75 |
More positions owned by Endowment Wealth Management
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