Apple shares owned by Fermata Advisors
Historical chart of Fermata Advisors investment in Apple
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All positions including Apple held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 54k | 254.63 |
| 2025-06-30 | $12M | 57k | 205.17 |
| 2025-03-31 | $17M | 76k | 222.13 |
| 2024-12-31 | $16M | 66k | 250.42 |
| 2024-09-30 | $16M | 70k | 233.00 |
| 2024-06-30 | $14M | 68k | 210.62 |
| 2024-03-31 | $12M | 72k | 171.48 |
| 2023-12-31 | $15M | 79k | 192.53 |
| 2023-09-30 | $14M | 81k | 171.22 |
| 2023-06-30 | $2.1M | 11k | 193.96 |
| 2023-03-31 | $12M | 73k | 164.90 |
| 2022-12-31 | $9.7M | 75k | 129.94 |
| 2022-09-30 | $10M | 73k | 138.21 |
| 2022-06-30 | $10M | 73k | 136.74 |
| 2022-03-31 | $5.6M | 32k | 174.64 |
| 2021-12-31 | $5.8M | 33k | 177.61 |
| 2021-09-30 | $4.5M | 32k | 141.53 |
| 2021-06-30 | $2.5M | 18k | 136.98 |
| 2021-03-31 | $1.9M | 15k | 122.16 |