Apple shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 21k | 254.64 |
| 2025-06-30 | $2.8M | 14k | 205.16 |
| 2025-03-31 | $3.2M | 15k | 222.12 |
| 2024-12-31 | $2.7M | 11k | 250.42 |
| 2024-09-30 | $1.7M | 7.4k | 233.01 |
| 2024-06-30 | $1.6M | 7.6k | 210.63 |
| 2024-03-31 | $1.2M | 6.8k | 171.49 |
| 2023-12-31 | $2.0M | 10k | 192.54 |
| 2023-09-30 | $1.2M | 6.8k | 171.21 |
| 2023-06-30 | $1.2M | 6.9k | 179.79 |
| 2023-03-31 | $1.1M | 6.4k | 172.57 |
| 2022-12-31 | $1.0M | 8.1k | 129.93 |
| 2022-09-30 | $1.4M | 9.8k | 138.20 |
| 2022-06-30 | $852k | 6.2k | 136.73 |
| 2022-03-31 | $1.3M | 7.3k | 174.62 |
| 2021-12-31 | $1.3M | 7.1k | 177.56 |
More positions owned by National Wealth Management Group
View all positions for National Wealth Management Group