Apple shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 124k | 254.63 |
| 2025-06-30 | $20M | 98k | 205.17 |
| 2025-03-31 | $21M | 96k | 222.13 |
| 2024-12-31 | $26M | 103k | 250.42 |
| 2024-09-30 | $23M | 98k | 233.00 |
| 2024-06-30 | $25M | 120k | 210.62 |
| 2024-03-31 | $20M | 119k | 171.48 |
| 2023-12-31 | $26M | 136k | 192.53 |
| 2023-09-30 | $24M | 137k | 171.21 |
| 2023-06-30 | $26M | 133k | 193.97 |
| 2023-03-31 | $28M | 173k | 164.90 |
| 2022-12-31 | $22M | 170k | 129.93 |
| 2022-09-30 | $23M | 164k | 138.20 |
| 2022-06-30 | $24M | 172k | 136.72 |
| 2022-03-31 | $31M | 176k | 174.61 |
| 2021-12-31 | $31M | 176k | 177.57 |