Apple shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of Apple (AAPL) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in Apple
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Quarterly reported holdings in Apple by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 16k | 254.62 |
| 2025-06-30 | $3.2M | 16k | 205.16 |
| 2025-03-31 | $3.4M | 15k | 222.12 |
| 2024-12-31 | $3.7M | 15k | 243.84 |
| 2024-09-30 | $3.5M | 15k | 232.99 |
| 2024-06-30 | $3.1M | 14k | 228.67 |
| 2024-03-31 | $2.3M | 13k | 171.47 |
| 2023-12-31 | $2.4M | 13k | 191.72 |
| 2023-09-30 | $2.2M | 13k | 178.84 |
| 2023-06-30 | $2.5M | 13k | 189.76 |
| 2023-03-31 | $2.1M | 12k | 175.21 |
| 2022-12-31 | $1.5M | 12k | 125.06 |
| 2022-09-30 | $1.6M | 11k | 142.41 |
| 2022-06-30 | $1.5M | 11k | 136.71 |
| 2022-03-31 | $1.9M | 11k | 174.62 |
| 2021-12-31 | $1.6M | 8.8k | 177.56 |
| 2021-09-30 | $1.2M | 8.8k | 141.50 |
| 2021-06-30 | $1.1M | 8.2k | 137.04 |
| 2021-03-31 | $971k | 8.0k | 122.06 |
| 2020-12-31 | $1.0M | 7.8k | 132.61 |
| 2020-09-30 | $1.0M | 8.7k | 115.91 |
| 2020-06-30 | $906k | 2.5k | 364.44 |
| 2020-03-31 | $752k | 3.0k | 254.48 |
| 2019-12-31 | $914k | 3.1k | 293.70 |
| 2019-09-30 | $847k | 3.8k | 224.07 |
| 2019-06-30 | $758k | 3.7k | 202.73 |
| 2019-03-31 | $689k | 3.6k | 190.07 |
| 2018-12-31 | $544k | 3.4k | 157.82 |