Apple shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.4M | 8.8k | 271.87 |
| 2025-09-30 | $2.2M | 8.7k | 254.62 |
| 2025-06-30 | $1.9M | 9.1k | 205.17 |
| 2025-03-31 | $2.1M | 9.3k | 222.12 |
| 2024-12-31 | $2.3M | 9.0k | 250.42 |
| 2024-09-30 | $2.1M | 8.9k | 233.00 |
| 2024-06-30 | $2.0M | 8.9k | 224.18 |
| 2024-03-31 | $1.5M | 8.9k | 171.48 |
| 2023-12-31 | $2.3M | 12k | 192.53 |
| 2023-09-30 | $1.5M | 8.9k | 171.22 |
| 2023-06-30 | $1.7M | 8.9k | 193.98 |
| 2023-03-31 | $1.5M | 9.0k | 164.91 |
| 2022-12-31 | $1.2M | 9.1k | 129.93 |
| 2022-09-30 | $1.3M | 9.1k | 138.25 |
| 2022-06-30 | $1.3M | 9.3k | 136.76 |
| 2022-03-31 | $1.6M | 9.4k | 174.60 |
| 2021-12-31 | $1.7M | 9.5k | 177.62 |
More positions owned by Morton Brown Family Wealth
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