Apple shares owned by Marotta Asset Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Marotta Asset Management
from 13F filings
Historical chart of Marotta Asset Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Marotta Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Marotta Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 8.5k | 233.01 |
| 2024-06-30 | $1.9M | 8.6k | 216.75 |
| 2024-03-31 | $1.4M | 8.3k | 171.48 |
| 2023-12-31 | $1.6M | 8.4k | 192.53 |
| 2023-09-30 | $1.6M | 9.5k | 171.20 |
| 2023-06-30 | $1.8M | 9.5k | 193.98 |
| 2022-12-31 | $1.2M | 9.6k | 129.93 |
| 2022-09-30 | $1.2M | 9.8k | 121.35 |
| 2022-06-30 | $1.1M | 9.8k | 107.61 |
| 2022-03-31 | $1.5M | 11k | 136.55 |
| 2021-12-31 | $1.6M | 9.2k | 177.58 |
| 2021-09-30 | $1.3M | 10k | 130.13 |
| 2021-06-30 | $998k | 11k | 88.56 |
| 2021-03-31 | $669k | 12k | 53.78 |
| 2020-12-31 | $1.1M | 8.5k | 132.69 |
| 2020-09-30 | $968k | 8.4k | 115.80 |
| 2020-06-30 | $651k | 2.4k | 273.05 |
| 2020-03-31 | $600k | 2.5k | 240.87 |
| 2019-12-31 | $837k | 2.7k | 308.67 |