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Apple shares owned by Heritage Investors Management Corp.

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Heritage Investors Management Corp. from 13F filings

Historical chart of Heritage Investors Management Corp. investment in Apple

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All positions including Apple held by Heritage Investors Management Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Heritage Investors Management Corp.

Quarter filed Position value Share count Share price at filing
2024-09-30 $171M 732k 233.00
2024-06-30 $157M 745k 210.62
2024-03-31 $130M 759k 171.48
2023-12-31 $147M 763k 192.53
2023-09-30 $133M 777k 171.22
2023-06-30 $154M 795k 193.97
2023-03-31 $137M 830k 164.90
2022-12-31 $108M 834k 129.93
2022-09-30 $115M 831k 138.20
2022-06-30 $115M 844k 136.72
2022-03-31 $147M 840k 174.61
2021-12-31 $149M 840k 177.57
2021-09-30 $120M 845k 141.50
2021-06-30 $118M 865k 136.96
2021-03-31 $107M 874k 122.15
2020-12-31 $115M 870k 132.69
2020-09-30 $104M 899k 115.81
2020-06-30 $84M 231k 364.80
2020-03-31 $62M 245k 254.29
2019-12-31 $74M 253k 293.65
2019-09-30 $61M 274k 223.97
2019-06-30 $57M 286k 197.92
2019-03-31 $55M 288k 189.95
2018-12-31 $46M 290k 157.74
2018-09-30 $65M 289k 225.74
2018-06-30 $55M 299k 185.11
2018-03-31 $52M 307k 167.78
2017-12-31 $53M 311k 169.23
2017-09-30 $49M 315k 154.12
2017-06-30 $46M 319k 144.02
2017-03-31 $47M 327k 143.66
2016-12-31 $41M 355k 115.82
2016-09-30 $40M 357k 113.05
2016-06-30 $34M 358k 95.60
2016-03-31 $39M 354k 108.99
2015-12-31 $37M 348k 105.26
2015-09-30 $39M 350k 110.30
2015-06-30 $43M 339k 125.42
2015-03-31 $42M 341k 124.43
2014-12-31 $38M 346k 110.38
2014-09-30 $36M 361k 100.75
2014-06-30 $35M 375k 92.93
2014-03-31 $29M 54k 536.74
2013-12-31 $30M 53k 561.02
2013-09-30 $26M 54k 476.75
2013-06-30 $21M 53k 396.53
2013-03-31 $22M 49k 442.66
2012-12-31 $23M 43k 532.18
2012-09-30 $25M 38k 667.09
2012-06-30 $22M 37k 584.00
2012-03-31 $21M 35k 599.55
2011-12-31 $14M 36k 405.01
2011-09-30 $14M 35k 381.32
2011-06-30 $12M 36k 335.66
2011-03-31 $13M 36k 348.50