Apple shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 17k | 254.63 |
| 2025-06-30 | $3.4M | 16k | 205.17 |
| 2025-03-31 | $4.1M | 18k | 222.13 |
| 2024-12-31 | $4.5M | 18k | 250.42 |
| 2024-09-30 | $5.0M | 21k | 233.00 |
| 2024-06-30 | $3.7M | 18k | 210.63 |
| 2024-03-31 | $3.1M | 18k | 171.46 |
| 2023-12-31 | $2.3M | 12k | 192.55 |
| 2023-09-30 | $2.0M | 12k | 171.18 |
| 2023-06-30 | $2.7M | 14k | 193.95 |
| 2023-03-31 | $1.7M | 11k | 164.88 |
| 2022-12-31 | $1.3M | 10k | 129.89 |
| 2022-09-30 | $1.8M | 13k | 138.19 |
| 2022-06-30 | $1.8M | 13k | 136.73 |
| 2022-03-31 | $2.4M | 14k | 174.62 |
| 2021-12-31 | $1.8M | 10k | 177.52 |