Apple shares owned by Montis Financial
Historical chart of Montis Financial investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Montis Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 78k | 254.63 |
| 2025-06-30 | $14M | 67k | 205.17 |
| 2025-03-31 | $18M | 82k | 222.13 |
| 2024-12-31 | $25M | 99k | 250.42 |
| 2024-09-30 | $22M | 95k | 233.00 |
| 2024-06-30 | $22M | 102k | 210.62 |
| 2024-03-31 | $21M | 124k | 171.48 |
| 2023-12-31 | $31M | 161k | 192.53 |
| 2023-09-30 | $27M | 158k | 171.21 |
| 2023-06-30 | $30M | 155k | 193.97 |
| 2023-03-31 | $26M | 160k | 164.90 |
| 2022-12-31 | $24M | 185k | 129.93 |
| 2022-09-30 | $26M | 187k | 138.20 |
| 2022-06-30 | $25M | 179k | 136.72 |
| 2022-03-31 | $33M | 190k | 174.61 |
| 2021-12-31 | $34M | 193k | 177.57 |
| 2021-09-30 | $28M | 199k | 139.14 |
| 2021-06-30 | $28M | 201k | 136.96 |
| 2021-03-31 | $25M | 202k | 123.00 |
| 2020-12-31 | $28M | 199k | 142.06 |