Apple shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Apple
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Quarterly reported holdings in Apple by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 7.8k | 254.64 |
| 2025-06-30 | $1.6M | 7.7k | 205.16 |
| 2025-03-31 | $1.7M | 7.7k | 222.12 |
| 2024-12-31 | $2.0M | 7.8k | 250.42 |
| 2024-09-30 | $1.8M | 7.6k | 233.00 |
| 2024-06-30 | $1.5M | 6.9k | 210.61 |
| 2024-03-31 | $1.2M | 6.7k | 171.47 |
| 2023-12-31 | $1.3M | 6.7k | 192.52 |
| 2023-09-30 | $1.1M | 6.6k | 171.22 |
| 2023-06-30 | $1.3M | 6.6k | 193.98 |
| 2023-03-31 | $1.1M | 6.7k | 164.90 |
| 2022-12-31 | $877k | 6.7k | 129.92 |
| 2022-09-30 | $995k | 7.2k | 138.14 |
| 2022-06-30 | $1.0M | 7.4k | 136.70 |
| 2022-03-31 | $1.3M | 7.4k | 174.64 |
| 2021-12-31 | $1.3M | 7.3k | 177.59 |