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Apple shares owned by Grubman Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Grubman Wealth Management from 13F filings

Historical chart of Grubman Wealth Management investment in Apple

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All positions including Apple held by Grubman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.6M 45k 192.53
2023-09-30 $7.7M 45k 171.21
2023-06-30 $5.9M 31k 193.97
2023-03-31 $5.1M 31k 164.90
2022-12-31 $4.1M 32k 129.93
2022-09-30 $4.2M 31k 138.18
2022-06-30 $4.2M 31k 136.71
2022-03-31 $5.5M 31k 174.61
2021-12-31 $5.8M 33k 177.56
2021-09-30 $4.6M 33k 141.50
2021-06-30 $4.5M 33k 136.95
2021-03-31 $4.0M 33k 122.15
2020-12-31 $4.2M 32k 132.70
2020-09-30 $3.3M 29k 115.81
2020-06-30 $2.6M 7.2k 364.72
2020-03-31 $1.8M 7.1k 254.23
2019-12-31 $1.4M 4.8k 293.53
2019-09-30 $934k 4.2k 223.93
2019-06-30 $825k 4.2k 197.79
2019-03-31 $843k 4.4k 190.04
2018-12-31 $634k 4.0k 157.79
2018-09-30 $876k 3.9k 225.83
2018-06-30 $849k 4.6k 185.17
2018-03-31 $805k 4.8k 167.81
2017-12-31 $971k 5.7k 169.16
2017-09-30 $330k 2.1k 154.06
2017-06-30 $262k 1.8k 143.88
2017-03-31 $261k 1.8k 143.64
2015-12-31 $354k 3.2k 110.14
2015-09-30 $354k 3.2k 110.14
2015-06-30 $575k 4.6k 125.44
2015-03-31 $570k 4.6k 124.35
2014-12-31 $701k 6.4k 110.32
2014-09-30 $729k 7.2k 100.77
2014-06-30 $750k 8.1k 92.89