Apple shares owned by Klingman & Associates
Historical chart of Klingman & Associates investment in Apple
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All positions including Apple held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $58M | 249k | 233.00 |
| 2024-06-30 | $51M | 240k | 210.62 |
| 2024-03-31 | $41M | 240k | 171.48 |
| 2023-12-31 | $46M | 241k | 192.53 |
| 2023-09-30 | $42M | 247k | 171.21 |
| 2023-06-30 | $47M | 240k | 193.97 |
| 2023-03-31 | $35M | 215k | 164.90 |
| 2022-12-31 | $28M | 217k | 129.93 |
| 2022-09-30 | $31M | 223k | 138.20 |
| 2022-06-30 | $28M | 203k | 136.72 |
| 2022-03-31 | $34M | 197k | 174.61 |
| 2021-12-31 | $32M | 179k | 177.57 |
| 2021-09-30 | $24M | 172k | 141.50 |
| 2021-06-30 | $23M | 171k | 136.96 |
| 2021-03-31 | $21M | 169k | 122.15 |
| 2020-12-31 | $22M | 167k | 132.69 |
| 2020-09-30 | $22M | 193k | 115.81 |
| 2020-06-30 | $18M | 50k | 364.79 |
| 2020-03-31 | $13M | 52k | 254.29 |
| 2019-12-31 | $14M | 47k | 293.64 |
| 2019-09-30 | $9.6M | 43k | 223.96 |
| 2019-06-30 | $7.1M | 36k | 197.93 |
| 2019-03-31 | $8.0M | 42k | 189.94 |
| 2018-12-31 | $6.6M | 42k | 157.74 |
| 2018-09-30 | $9.5M | 42k | 225.73 |
| 2018-06-30 | $7.7M | 41k | 185.10 |
| 2018-03-31 | $6.9M | 41k | 167.77 |
| 2017-12-31 | $12M | 70k | 169.22 |
| 2017-09-30 | $690k | 4.5k | 154.12 |
| 2017-06-30 | $466k | 3.2k | 143.92 |
| 2017-03-31 | $468k | 3.3k | 143.56 |
| 2016-12-31 | $355k | 3.1k | 115.90 |
| 2016-09-30 | $346k | 3.1k | 112.96 |
| 2016-06-30 | $293k | 3.1k | 95.66 |
| 2016-03-31 | $334k | 3.1k | 109.04 |
| 2015-12-31 | $643k | 6.1k | 105.27 |
| 2015-09-30 | $667k | 6.0k | 110.30 |
| 2015-06-30 | $396k | 3.2k | 125.40 |
| 2015-03-31 | $375k | 3.0k | 124.58 |
| 2014-12-31 | $332k | 3.0k | 110.30 |