Apple shares owned by Montgomery Investment Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Montgomery Investment Management
from 13F filings
Historical chart of Montgomery Investment Management investment in Apple
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Quarterly reported holdings in Apple by Montgomery Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 50k | 254.63 |
| 2025-06-30 | $10M | 50k | 205.17 |
| 2025-03-31 | $12M | 52k | 222.13 |
| 2024-12-31 | $13M | 53k | 250.42 |
| 2024-09-30 | $13M | 54k | 233.00 |
| 2024-06-30 | $11M | 54k | 210.62 |
| 2024-03-31 | $9.2M | 54k | 171.48 |
| 2023-12-31 | $12M | 64k | 192.53 |
| 2023-09-30 | $11M | 65k | 171.21 |
| 2023-06-30 | $13M | 65k | 193.97 |
| 2023-03-31 | $11M | 65k | 164.90 |
| 2022-12-31 | $8.5M | 65k | 129.93 |
| 2022-09-30 | $9.0M | 65k | 138.20 |
| 2022-06-30 | $8.8M | 65k | 136.72 |
| 2022-03-31 | $12M | 67k | 174.61 |
| 2021-12-31 | $12M | 67k | 177.57 |
| 2021-09-30 | $9.5M | 67k | 141.50 |
| 2021-06-30 | $9.1M | 66k | 136.96 |
| 2021-03-31 | $8.2M | 67k | 122.15 |
| 2020-12-31 | $8.9M | 67k | 132.69 |
| 2020-09-30 | $7.9M | 68k | 115.80 |
| 2020-06-30 | $6.3M | 17k | 364.81 |
| 2020-03-31 | $4.5M | 18k | 254.31 |
| 2019-12-31 | $5.2M | 18k | 293.65 |
| 2019-09-30 | $4.0M | 18k | 223.97 |
| 2019-06-30 | $3.5M | 18k | 197.95 |
| 2019-03-31 | $3.5M | 18k | 189.94 |
| 2018-12-31 | $2.9M | 18k | 157.73 |
| 2018-09-30 | $4.3M | 19k | 225.76 |
| 2018-06-30 | $3.6M | 19k | 185.13 |
| 2018-03-31 | $3.2M | 19k | 167.76 |
| 2017-12-31 | $3.4M | 20k | 169.24 |
| 2017-09-30 | $3.1M | 20k | 154.12 |
| 2017-06-30 | $2.9M | 20k | 144.02 |
| 2017-03-31 | $2.9M | 20k | 143.64 |
| 2016-12-31 | $2.3M | 20k | 115.82 |
| 2016-09-30 | $2.3M | 20k | 114.00 |
| 2016-06-30 | $1.8M | 19k | 95.62 |
| 2016-03-31 | $2.0M | 19k | 108.99 |
| 2015-12-31 | $1.9M | 18k | 105.24 |
| 2015-09-30 | $1.9M | 18k | 110.32 |
| 2015-06-30 | $2.1M | 16k | 125.42 |
| 2015-03-31 | $2.0M | 16k | 124.41 |
| 2014-12-31 | $1.7M | 16k | 110.38 |
| 2014-09-30 | $1.4M | 14k | 100.77 |
| 2014-06-30 | $1.0M | 11k | 92.92 |
| 2014-03-31 | $958k | 1.8k | 537.00 |
| 2013-12-31 | $1.0M | 1.8k | 561.04 |
| 2013-09-30 | $3.3M | 7.0k | 476.77 |
| 2013-06-30 | $2.8M | 7.2k | 396.59 |
| 2013-03-31 | $2.9M | 6.6k | 442.60 |
| 2012-12-31 | $3.0M | 5.7k | 532.19 |
| 2012-09-30 | $3.6M | 5.4k | 667.16 |
| 2012-06-30 | $3.0M | 5.2k | 584.06 |
| 2012-03-31 | $2.5M | 4.1k | 599.66 |
| 2011-12-31 | $1.1M | 2.8k | 405.09 |
| 2011-09-30 | $406k | 1.1k | 381.22 |
More positions owned by Montgomery Investment Management
View all positions for Montgomery Investment Management