Apple shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Apple
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Quarterly reported holdings in Apple by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $194M | 761k | 254.63 |
| 2025-06-30 | $147M | 718k | 205.17 |
| 2025-03-31 | $139M | 627k | 222.13 |
| 2024-12-31 | $160M | 640k | 250.42 |
| 2024-09-30 | $147M | 631k | 233.00 |
| 2024-06-30 | $131M | 624k | 210.62 |
| 2024-03-31 | $98M | 572k | 171.48 |
| 2023-12-31 | $96M | 499k | 192.53 |
| 2023-09-30 | $95M | 555k | 171.21 |
| 2023-06-30 | $107M | 553k | 193.97 |
| 2023-03-31 | $88M | 531k | 164.90 |
| 2022-12-31 | $74M | 570k | 129.93 |
| 2022-09-30 | $68M | 489k | 138.20 |
| 2022-06-30 | $82M | 596k | 136.72 |
| 2022-03-31 | $69M | 395k | 174.61 |
| 2021-12-31 | $67M | 376k | 177.57 |
| 2021-09-30 | $52M | 366k | 141.50 |
| 2021-06-30 | $50M | 367k | 136.96 |
| 2021-03-31 | $44M | 362k | 122.15 |
| 2020-12-31 | $33M | 245k | 132.69 |
| 2020-09-30 | $26M | 224k | 115.81 |
| 2020-06-30 | $20M | 54k | 364.80 |
| 2020-03-31 | $13M | 51k | 254.29 |
| 2019-12-31 | $15M | 50k | 293.65 |
| 2019-09-30 | $12M | 51k | 223.97 |
| 2019-06-30 | $7.7M | 13k | 610.08 |
| 2019-03-31 | $4.8M | 81k | 59.04 |
| 2018-12-31 | $4.6M | 29k | 157.74 |
| 2018-09-30 | $6.2M | 27k | 225.75 |
| 2018-06-30 | $8.8M | 537k | 16.32 |
| 2018-03-31 | $3.4M | 20k | 167.76 |
| 2017-12-31 | $3.8M | 22k | 169.24 |
| 2017-09-30 | $2.8M | 18k | 154.11 |
| 2017-06-30 | $3.5M | 24k | 144.03 |
| 2017-03-31 | $1.6M | 11k | 143.65 |
| 2016-12-31 | $1.4M | 12k | 115.82 |
| 2016-09-30 | $772k | 6.8k | 112.98 |
| 2016-06-30 | $692k | 7.2k | 95.58 |
| 2016-03-31 | $808k | 7.4k | 108.94 |
| 2015-12-31 | $751k | 7.1k | 105.27 |
| 2015-09-30 | $471k | 4.3k | 110.25 |
| 2015-06-30 | $527k | 4.2k | 125.48 |
| 2015-03-31 | $1.0M | 8.1k | 124.46 |
| 2014-12-31 | $785k | 7.1k | 110.33 |
| 2014-09-30 | $698k | 6.9k | 100.71 |
| 2014-06-30 | $250k | 2.7k | 92.76 |
| 2014-03-31 | $207k | 385 | 537.66 |
| 2013-12-31 | $216k | 385 | 561.04 |
| 2013-09-30 | $219k | 460 | 476.09 |
| 2013-06-30 | $559k | 1.4k | 396.45 |
| 2013-03-31 | $618k | 1.4k | 443.01 |
| 2012-12-31 | $990k | 1.9k | 532.26 |
| 2012-09-30 | $1.1M | 1.7k | 666.87 |
| 2012-06-30 | $874k | 1.5k | 583.83 |
| 2012-03-31 | $787k | 1.3k | 599.85 |
| 2011-12-31 | $205k | 507 | 404.34 |
| 2011-09-30 | $212k | 555 | 381.98 |
More positions owned by Moneta Group Investment Advisors
View all positions for Moneta Group Investment Advisors