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Apple shares owned by Meritage Portfolio Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Meritage Portfolio Management from 13F filings

Historical chart of Meritage Portfolio Management investment in Apple

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All positions including Apple held by Meritage Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Meritage Portfolio Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $97M 503k 192.53
2023-09-30 $81M 475k 171.21
2023-06-30 $93M 478k 193.97
2023-03-31 $86M 521k 164.90
2022-12-31 $75M 580k 129.93
2022-09-30 $83M 602k 138.20
2022-06-30 $83M 606k 136.72
2022-03-31 $110M 630k 174.61
2021-12-31 $114M 644k 177.57
2021-09-30 $92M 652k 141.50
2021-06-30 $89M 653k 136.96
2021-03-31 $81M 660k 122.15
2020-12-31 $91M 687k 132.69
2020-09-30 $79M 684k 115.81
2020-06-30 $63M 172k 364.80
2020-03-31 $43M 167k 254.29
2019-12-31 $57M 193k 293.65
2019-09-30 $44M 195k 223.97
2019-06-30 $37M 187k 197.92
2019-03-31 $35M 186k 189.95
2018-12-31 $30M 187k 157.74
2018-09-30 $44M 194k 225.74
2018-06-30 $36M 195k 185.11
2018-03-31 $31M 185k 167.78
2017-12-31 $32M 190k 169.23
2017-09-30 $27M 173k 154.12
2017-06-30 $25M 170k 144.02
2017-03-31 $25M 174k 143.66
2016-12-31 $20M 172k 115.82
2016-09-30 $20M 173k 113.05
2016-06-30 $17M 174k 95.60
2016-03-31 $19M 176k 108.99
2015-12-31 $18M 175k 105.26
2015-09-30 $22M 202k 110.30
2015-06-30 $21M 171k 125.42
2015-03-31 $19M 154k 124.43
2014-12-31 $17M 152k 110.38
2014-09-30 $15M 152k 100.75
2014-06-30 $8.6M 92k 92.93
2014-03-31 $13M 23k 536.76
2013-12-31 $9.5M 17k 561.01
2013-09-30 $8.5M 18k 476.77
2013-06-30 $9.1M 23k 396.55
2013-03-31 $9.9M 22k 442.65
2012-12-31 $8.6M 16k 532.16
2012-09-30 $14M 22k 667.08
2012-06-30 $12M 21k 583.99
2012-03-31 $16M 27k 599.54
2011-12-31 $10M 26k 405.00
2011-09-30 $9.7M 25k 381.33
2011-06-30 $6.7M 20k 335.67
2011-03-31 $7.2M 21k 348.49