Apple shares owned by Forum Financial Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Apple
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All positions including Apple held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $84M | 328k | 254.63 |
| 2025-06-30 | $64M | 312k | 205.17 |
| 2025-03-31 | $70M | 316k | 222.13 |
| 2024-09-30 | $71M | 305k | 233.00 |
| 2024-06-30 | $65M | 308k | 210.62 |
| 2024-03-31 | $53M | 311k | 171.48 |
| 2023-12-31 | $61M | 316k | 192.53 |
| 2023-09-30 | $51M | 295k | 171.21 |
| 2023-06-30 | $59M | 301k | 193.97 |
| 2023-03-31 | $53M | 321k | 164.90 |
| 2022-12-31 | $40M | 305k | 129.93 |
| 2022-09-30 | $42M | 304k | 138.20 |
| 2022-06-30 | $42M | 306k | 136.72 |
| 2022-03-31 | $54M | 311k | 174.61 |
| 2021-12-31 | $54M | 304k | 177.57 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management