Apple shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 9.9k | 254.64 |
| 2025-06-30 | $2.1M | 10k | 205.17 |
| 2025-03-31 | $2.4M | 11k | 222.12 |
| 2024-12-31 | $2.1M | 8.2k | 250.42 |
| 2024-09-30 | $1.9M | 8.3k | 232.99 |
| 2024-06-30 | $1.8M | 8.7k | 210.62 |
| 2024-03-31 | $1.5M | 9.0k | 171.49 |
| 2023-12-31 | $1.7M | 9.0k | 192.52 |
| 2023-09-30 | $1.5M | 8.8k | 171.21 |
| 2023-06-30 | $1.7M | 8.8k | 193.97 |
| 2023-03-31 | $1.4M | 8.6k | 164.91 |
| 2022-12-31 | $1.1M | 8.6k | 129.94 |
| 2022-09-30 | $1.2M | 8.8k | 138.16 |
| 2022-06-30 | $1.2M | 8.9k | 136.76 |
| 2022-03-31 | $1.5M | 8.6k | 174.59 |
| 2021-12-31 | $1.4M | 7.8k | 177.55 |
| 2021-09-30 | $1.0M | 7.2k | 141.50 |
| 2021-06-30 | $994k | 7.3k | 136.99 |
| 2021-03-31 | $880k | 7.2k | 122.12 |
| 2020-12-31 | $958k | 7.2k | 132.72 |
More positions owned by Oakwell Private Wealth Management
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