Apple shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 85k | 254.63 |
| 2025-06-30 | $18M | 87k | 205.17 |
| 2025-03-31 | $19M | 87k | 222.13 |
| 2024-12-31 | $22M | 90k | 239.36 |
| 2024-09-30 | $21M | 91k | 227.79 |
| 2024-06-30 | $19M | 91k | 210.62 |
| 2024-03-31 | $16M | 91k | 171.48 |
| 2023-09-30 | $16M | 93k | 171.21 |
| 2023-06-30 | $19M | 95k | 195.61 |
| 2023-03-31 | $16M | 96k | 165.56 |
| 2022-12-31 | $15M | 97k | 150.82 |
More positions owned by Kapstone Financial Advisors
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