Apple shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Apple
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All positions including Apple held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $483M | 2.1M | 233.00 |
| 2024-06-30 | $406M | 1.9M | 210.62 |
| 2024-03-31 | $314M | 1.8M | 171.48 |
| 2023-12-31 | $344M | 1.8M | 192.53 |
| 2023-09-30 | $290M | 1.7M | 171.21 |
| 2023-06-30 | $321M | 1.5M | 209.30 |
| 2023-03-31 | $253M | 1.5M | 164.90 |
| 2022-12-31 | $194M | 1.5M | 129.93 |
| 2022-09-30 | $193M | 1.4M | 138.20 |
| 2022-06-30 | $176M | 1.3M | 136.72 |
| 2022-03-31 | $228M | 1.3M | 174.61 |
| 2021-12-31 | $228M | 1.3M | 177.57 |
| 2021-09-30 | $173M | 5.0k | 34563.00 |
| 2021-06-30 | $150M | 1.1M | 136.96 |
| 2021-03-31 | $130M | 1.1M | 122.15 |
| 2020-12-31 | $121M | 912k | 132.69 |
| 2020-09-30 | $101M | 870k | 115.81 |
| 2020-06-30 | $81M | 223k | 364.80 |
| 2020-03-31 | $59M | 233k | 254.29 |
| 2019-12-31 | $83M | 284k | 293.65 |
| 2019-09-30 | $53M | 237k | 223.97 |
| 2019-03-31 | $37M | 195k | 189.95 |
| 2018-12-31 | $31M | 193k | 157.74 |
| 2018-09-30 | $43M | 191k | 225.74 |
| 2018-06-30 | $34M | 184k | 185.11 |
| 2018-03-31 | $31M | 184k | 167.78 |
| 2017-12-31 | $29M | 171k | 169.23 |
| 2017-09-30 | $26M | 167k | 154.12 |
| 2017-06-30 | $24M | 167k | 144.02 |
| 2017-03-31 | $25M | 174k | 143.66 |
| 2016-12-31 | $18M | 179k | 99.53 |
| 2016-09-30 | $20M | 176k | 113.05 |
| 2016-06-30 | $17M | 178k | 95.60 |
| 2016-03-31 | $28M | 254k | 108.99 |
| 2015-12-31 | $27M | 259k | 105.26 |
| 2015-09-30 | $28M | 256k | 110.30 |
| 2015-06-30 | $32M | 251k | 125.42 |
| 2015-03-31 | $32M | 255k | 124.43 |
| 2014-12-31 | $28M | 258k | 110.38 |
| 2014-09-30 | $27M | 265k | 100.75 |
| 2014-06-30 | $25M | 267k | 92.93 |
| 2014-03-31 | $20M | 38k | 536.73 |
| 2013-12-31 | $21M | 37k | 561.02 |
| 2013-09-30 | $18M | 37k | 476.76 |
| 2013-06-30 | $14M | 36k | 396.52 |
| 2013-03-31 | $16M | 36k | 442.67 |
| 2012-09-30 | $21M | 31k | 667.11 |
| 2012-06-30 | $18M | 31k | 584.00 |
| 2012-03-31 | $12M | 20k | 599.56 |
| 2011-12-31 | $8.7M | 21k | 405.02 |