Apple shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Montz Harcus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 35k | 254.63 |
| 2025-06-30 | $7.2M | 35k | 205.17 |
| 2025-03-31 | $7.9M | 35k | 222.13 |
| 2024-12-31 | $8.5M | 34k | 250.42 |
| 2024-09-30 | $7.9M | 34k | 233.00 |
| 2024-06-30 | $7.3M | 35k | 210.62 |
| 2024-03-31 | $5.9M | 35k | 171.48 |
| 2023-12-31 | $6.9M | 36k | 192.53 |
| 2023-09-30 | $5.8M | 34k | 171.21 |
| 2023-06-30 | $6.5M | 34k | 193.97 |
| 2023-03-31 | $5.4M | 33k | 164.90 |
| 2022-12-31 | $4.4M | 34k | 129.93 |
| 2022-09-30 | $4.4M | 32k | 138.21 |
| 2022-06-30 | $4.3M | 31k | 136.73 |
| 2022-03-31 | $5.4M | 31k | 174.59 |
| 2021-12-31 | $5.6M | 31k | 177.57 |
More positions owned by Montz Harcus Wealth Management
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