Apple shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Marks Group Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 110k | 254.63 |
| 2025-06-30 | $21M | 102k | 205.17 |
| 2025-03-31 | $23M | 103k | 222.13 |
| 2024-12-31 | $26M | 103k | 250.42 |
| 2024-09-30 | $24M | 103k | 233.00 |
| 2024-06-30 | $22M | 104k | 210.62 |
| 2024-03-31 | $18M | 104k | 171.48 |
| 2023-12-31 | $20M | 103k | 192.53 |
| 2023-09-30 | $17M | 98k | 171.21 |
| 2023-06-30 | $19M | 98k | 193.97 |
| 2023-03-31 | $12M | 71k | 164.90 |
| 2022-12-31 | $11M | 83k | 129.93 |
| 2022-09-30 | $8.2M | 59k | 139.07 |
| 2022-06-30 | $8.0M | 59k | 135.89 |
| 2022-03-31 | $10M | 59k | 175.68 |
| 2021-12-31 | $9.8M | 55k | 177.73 |
| 2021-09-30 | $7.7M | 55k | 141.62 |
| 2021-06-30 | $5.2M | 38k | 137.05 |
| 2021-03-31 | $4.7M | 38k | 122.10 |
| 2020-12-31 | $5.6M | 43k | 132.69 |
| 2020-09-30 | $4.9M | 43k | 115.80 |
| 2020-06-30 | $6.7M | 18k | 365.08 |
| 2020-03-31 | $1.2M | 4.7k | 254.41 |
| 2019-12-31 | $1.4M | 4.7k | 293.70 |
More positions owned by Marks Group Wealth Management
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