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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Quarterly reported holdings in Apple by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $183M | 717k | 254.63 |
| 2025-06-30 | $149M | 727k | 205.17 |
| 2025-03-31 | $162M | 731k | 222.10 |
| 2024-12-31 | $184M | 736k | 250.42 |
| 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 |
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