Apple shares owned by Lipe & Dalton
Historical chart of Lipe & Dalton investment in Apple
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All positions including Apple held by Lipe & Dalton consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Lipe & Dalton
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 77k | 232.99 |
| 2024-06-30 | $16M | 78k | 210.62 |
| 2024-03-31 | $14M | 81k | 171.48 |
| 2023-12-31 | $16M | 82k | 192.54 |
| 2023-09-30 | $14M | 82k | 171.21 |
| 2023-06-30 | $16M | 83k | 193.97 |
| 2023-03-31 | $14M | 84k | 164.90 |
| 2022-12-31 | $11M | 86k | 129.93 |
| 2022-09-30 | $12M | 87k | 138.20 |
| 2022-06-30 | $12M | 86k | 136.72 |
| 2022-03-31 | $15M | 86k | 174.61 |
| 2021-12-31 | $16M | 87k | 177.57 |
| 2021-09-30 | $12M | 88k | 141.50 |
| 2021-06-30 | $12M | 89k | 136.97 |
| 2021-03-31 | $11M | 89k | 122.16 |
| 2020-12-31 | $13M | 94k | 132.68 |
| 2020-09-30 | $11M | 95k | 115.81 |
| 2020-06-30 | $11M | 30k | 364.82 |
| 2020-03-31 | $7.7M | 30k | 254.30 |
| 2019-12-31 | $9.8M | 33k | 293.66 |
| 2019-09-30 | $7.5M | 33k | 223.98 |
| 2019-06-30 | $6.8M | 35k | 197.92 |
| 2019-03-31 | $6.7M | 35k | 189.95 |
| 2018-12-31 | $5.5M | 35k | 157.74 |
| 2018-09-30 | $8.0M | 35k | 225.73 |
| 2018-06-30 | $6.5M | 35k | 185.11 |
| 2018-03-31 | $6.0M | 36k | 167.78 |
| 2017-12-31 | $6.1M | 36k | 169.24 |
| 2017-09-30 | $5.8M | 37k | 154.11 |
| 2017-06-30 | $5.4M | 37k | 144.01 |
| 2017-03-31 | $5.4M | 38k | 143.66 |
| 2016-12-31 | $4.4M | 38k | 115.82 |
| 2016-09-30 | $4.4M | 39k | 113.05 |
| 2016-06-30 | $3.7M | 39k | 95.61 |
| 2016-03-31 | $4.0M | 36k | 109.00 |
| 2015-12-31 | $2.8M | 26k | 105.25 |
| 2015-09-30 | $2.6M | 23k | 110.31 |
| 2015-06-30 | $744k | 5.9k | 125.51 |
| 2015-03-31 | $763k | 6.1k | 124.51 |
| 2014-12-31 | $674k | 6.1k | 110.35 |
| 2014-09-30 | $615k | 6.1k | 100.69 |
| 2014-06-30 | $515k | 5.5k | 92.99 |
| 2014-03-31 | $465k | 791 | 587.86 |
| 2013-12-31 | $432k | 771 | 560.31 |
| 2013-09-30 | $372k | 780 | 476.75 |
| 2013-06-30 | $309k | 780 | 396.53 |
| 2013-03-31 | $322k | 727 | 442.92 |
| 2012-12-31 | $432k | 812 | 532.02 |