Apple shares owned by Family Wealth Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Family Wealth Partners
from 13F filings
Historical chart of Family Wealth Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $218k | 803 | 271.90 |
| 2025-06-30 | $323k | 1.6k | 205.18 |
| 2025-03-31 | $349k | 1.6k | 222.14 |
| 2024-12-31 | $315k | 1.3k | 250.44 |
| 2024-09-30 | $759k | 3.3k | 233.01 |
| 2024-06-30 | $652k | 3.1k | 210.62 |
| 2024-03-31 | $531k | 3.1k | 171.48 |