Apple shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 58k | 254.63 |
| 2025-06-30 | $12M | 59k | 205.17 |
| 2025-03-31 | $13M | 58k | 222.13 |
| 2024-12-31 | $15M | 59k | 250.42 |
| 2024-09-30 | $14M | 60k | 233.00 |
| 2024-06-30 | $13M | 61k | 210.62 |
| 2024-03-31 | $11M | 62k | 171.48 |
| 2023-12-31 | $12M | 62k | 192.53 |
| 2023-09-30 | $12M | 68k | 171.21 |
| 2023-06-30 | $14M | 71k | 193.97 |
| 2023-03-31 | $12M | 72k | 164.90 |
| 2022-12-31 | $9.4M | 72k | 129.93 |
| 2022-09-30 | $10M | 76k | 138.20 |
| 2022-06-30 | $10M | 76k | 136.72 |
| 2022-03-31 | $14M | 79k | 174.61 |
| 2021-12-31 | $15M | 83k | 177.57 |
| 2021-09-30 | $12M | 86k | 141.50 |
| 2021-06-30 | $13M | 96k | 136.96 |
| 2021-03-31 | $12M | 97k | 122.15 |
| 2020-12-31 | $14M | 102k | 132.69 |
| 2020-09-30 | $12M | 106k | 115.81 |
| 2020-06-30 | $10M | 28k | 364.78 |
| 2020-03-31 | $7.2M | 29k | 254.28 |
| 2019-12-31 | $8.1M | 28k | 293.64 |
| 2019-09-30 | $5.6M | 25k | 223.95 |
| 2019-06-30 | $4.8M | 24k | 197.92 |
| 2019-03-31 | $4.6M | 24k | 189.94 |
| 2018-12-31 | $3.9M | 25k | 157.74 |
| 2018-09-30 | $5.6M | 25k | 225.75 |
| 2018-06-30 | $4.7M | 26k | 185.11 |
| 2018-03-31 | $4.3M | 26k | 167.79 |
| 2017-12-31 | $4.8M | 29k | 169.22 |
| 2017-09-30 | $3.5M | 23k | 154.14 |
| 2017-06-30 | $3.2M | 23k | 144.00 |
| 2017-03-31 | $3.3M | 23k | 143.67 |
| 2016-12-31 | $2.1M | 18k | 115.84 |
| 2016-09-30 | $2.1M | 19k | 113.03 |
| 2016-06-30 | $1.9M | 19k | 95.59 |
| 2016-03-31 | $1.9M | 18k | 109.00 |
| 2015-12-31 | $1.7M | 17k | 105.23 |
| 2015-09-30 | $1.9M | 17k | 110.31 |
| 2015-06-30 | $2.0M | 16k | 125.43 |
| 2015-03-31 | $2.0M | 16k | 124.43 |
| 2014-12-31 | $1.8M | 16k | 110.41 |
| 2014-09-30 | $1.6M | 16k | 100.75 |
| 2014-06-30 | $1.5M | 16k | 92.91 |
| 2014-03-31 | $1.0M | 1.9k | 536.50 |