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Apple shares owned by Neumann Capital Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Neumann Capital Management from 13F filings

Historical chart of Neumann Capital Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Neumann Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 85k 192.53
2023-09-30 $15M 86k 171.21
2023-06-30 $17M 89k 193.97
2023-03-31 $15M 92k 164.90
2022-12-31 $12M 96k 129.93
2022-09-30 $13M 97k 138.20
2022-06-30 $14M 102k 136.72
2022-03-31 $18M 106k 174.61
2021-12-31 $19M 105k 177.57
2021-09-30 $12M 85k 141.50
2021-06-30 $11M 80k 136.96
2021-03-31 $10M 83k 122.15
2020-12-31 $11M 85k 132.69
2020-09-30 $10M 88k 115.82
2020-06-30 $8.5M 23k 364.80
2020-03-31 $6.1M 24k 254.31
2019-12-31 $7.3M 25k 293.64
2019-09-30 $5.8M 26k 223.97
2019-06-30 $5.2M 26k 197.91
2019-03-31 $4.9M 26k 189.94
2018-12-31 $4.1M 26k 157.75
2018-09-30 $6.6M 29k 225.73
2018-06-30 $5.4M 29k 185.10
2018-03-31 $5.0M 30k 167.80
2017-12-31 $6.2M 37k 169.24
2017-09-30 $6.8M 44k 154.11
2017-06-30 $6.6M 46k 144.00
2017-03-31 $6.6M 46k 143.62
2016-12-31 $5.3M 46k 115.82
2016-09-30 $5.2M 46k 113.06
2016-06-30 $4.5M 47k 95.60
2016-03-31 $5.1M 47k 109.00
2015-12-31 $5.1M 48k 105.28
2015-09-30 $5.2M 48k 110.30
2015-06-30 $5.8M 46k 125.43
2015-03-31 $5.6M 45k 124.42
2014-12-31 $5.0M 45k 110.39

More positions owned by Neumann Capital Management

Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Spdr Ser Tr S&p Divid Etf (SDY)
Oracle Corporation (ORCL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Neumann Capital Management

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple