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Apple shares owned by Nvest Financial

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Nvest Financial from 13F filings

Historical chart of Nvest Financial investment in Apple

Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20254M6M8M25k30k35k
Value ($)Share countHistorical AAPL position of Nvest Financial Source: stockzoa.comValue ($)Share count

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All positions including Apple held by Nvest Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Nvest Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $7.7M 35k 222.13
2024-12-31 $8.9M 36k 250.42
2024-09-30 $7.8M 34k 233.00
2024-06-30 $7.1M 34k 210.62
2024-03-31 $5.9M 34k 171.48
2023-12-31 $6.4M 33k 192.53
2023-09-30 $5.5M 32k 171.21
2023-06-30 $6.3M 32k 193.97
2023-03-31 $5.5M 34k 164.90
2022-12-31 $3.4M 27k 129.93
2022-09-30 $3.6M 26k 138.19
2022-06-30 $3.5M 26k 136.74
2022-03-31 $4.5M 26k 174.62