Apple shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Martel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $511k | 2.0k | 254.58 |
| 2025-06-30 | $563k | 2.7k | 205.13 |
| 2025-03-31 | $609k | 2.7k | 222.16 |
| 2024-12-31 | $687k | 2.7k | 250.45 |
| 2024-09-30 | $641k | 2.8k | 226.83 |
| 2024-06-30 | $655k | 3.1k | 210.62 |
| 2024-03-31 | $567k | 3.3k | 171.46 |
| 2023-12-31 | $643k | 3.3k | 192.53 |
| 2023-09-30 | $483k | 2.8k | 171.18 |
| 2023-06-30 | $393k | 2.0k | 193.98 |
| 2023-03-31 | $314k | 1.9k | 164.87 |
| 2022-12-31 | $297k | 2.3k | 129.95 |
| 2022-09-30 | $316k | 2.3k | 138.21 |
| 2022-06-30 | $312k | 2.3k | 136.73 |
| 2022-03-31 | $388k | 2.2k | 174.61 |
| 2021-12-31 | $383k | 2.2k | 177.56 |
| 2021-09-30 | $323k | 2.3k | 141.52 |
| 2021-06-30 | $312k | 2.3k | 136.94 |
| 2021-03-31 | $288k | 2.4k | 122.13 |
| 2020-12-31 | $331k | 2.5k | 132.68 |