Apple shares owned by Monarch Capital Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Monarch Capital Management
from 13F filings
Historical chart of Monarch Capital Management investment in Apple
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Quarterly reported holdings in Apple by Monarch Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 66k | 233.00 |
| 2024-06-30 | $14M | 65k | 210.62 |
| 2024-03-31 | $12M | 67k | 171.48 |
| 2023-12-31 | $13M | 67k | 192.53 |
| 2023-09-30 | $12M | 70k | 171.21 |
| 2023-06-30 | $14M | 70k | 193.97 |
| 2023-03-31 | $12M | 73k | 164.90 |
| 2022-12-31 | $9.6M | 74k | 129.93 |
| 2022-09-30 | $11M | 81k | 138.20 |
| 2022-06-30 | $12M | 84k | 136.71 |
| 2022-03-31 | $15M | 85k | 174.61 |
| 2021-12-31 | $15M | 86k | 177.56 |
| 2021-09-30 | $12M | 85k | 141.50 |
| 2021-06-30 | $11M | 79k | 136.96 |
| 2021-03-31 | $9.7M | 80k | 122.15 |
| 2020-12-31 | $11M | 80k | 132.69 |
| 2020-09-30 | $9.6M | 83k | 115.81 |
| 2020-06-30 | $7.9M | 22k | 364.79 |
| 2020-03-31 | $5.8M | 23k | 254.31 |
| 2019-12-31 | $6.7M | 23k | 293.63 |
| 2019-09-30 | $5.1M | 23k | 223.98 |
| 2019-06-30 | $4.4M | 22k | 197.92 |
| 2019-03-31 | $4.3M | 22k | 189.93 |
| 2018-12-31 | $3.5M | 22k | 157.75 |
| 2018-09-30 | $4.6M | 20k | 225.76 |
| 2018-06-30 | $3.9M | 21k | 185.12 |
| 2018-03-31 | $3.4M | 21k | 167.79 |
| 2017-12-31 | $3.2M | 19k | 169.24 |
| 2017-09-30 | $3.1M | 20k | 154.13 |
| 2017-06-30 | $3.0M | 21k | 144.04 |
| 2017-03-31 | $3.0M | 21k | 143.67 |
| 2016-12-31 | $2.4M | 21k | 115.83 |
| 2016-09-30 | $1.7M | 15k | 113.02 |
| 2016-06-30 | $397k | 4.2k | 95.64 |
| 2016-03-31 | $259k | 2.4k | 108.87 |
| 2015-12-31 | $296k | 2.8k | 105.26 |
| 2015-09-30 | $310k | 2.8k | 110.24 |
| 2015-06-30 | $334k | 2.7k | 125.33 |
| 2015-03-31 | $319k | 2.6k | 124.37 |
| 2014-12-31 | $283k | 2.6k | 110.55 |
| 2014-09-30 | $293k | 2.9k | 100.86 |
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