Apple shares owned by Occidental Asset Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Occidental Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42M | 164k | 254.63 |
| 2025-06-30 | $507k | 163k | 3.11 |
| 2024-12-31 | $37M | 148k | 250.42 |
| 2024-09-30 | $34M | 146k | 233.00 |
| 2024-06-30 | $30M | 142k | 210.62 |
| 2024-03-31 | $24M | 137k | 171.48 |
| 2023-12-31 | $24M | 122k | 192.53 |
| 2023-09-30 | $21M | 121k | 171.21 |
| 2023-06-30 | $25M | 127k | 193.97 |
| 2023-03-31 | $22M | 131k | 164.90 |
| 2022-12-31 | $17M | 132k | 129.93 |
| 2022-09-30 | $17M | 121k | 138.20 |
| 2022-06-30 | $17M | 121k | 136.72 |
| 2022-03-31 | $19M | 106k | 174.61 |
| 2021-12-31 | $18M | 99k | 177.57 |
| 2021-09-30 | $12M | 82k | 141.49 |
| 2021-06-30 | $11M | 78k | 136.96 |
| 2021-03-31 | $9.8M | 80k | 122.15 |
| 2020-12-31 | $10M | 76k | 132.70 |
| 2020-09-30 | $7.8M | 67k | 115.81 |
| 2020-06-30 | $5.9M | 16k | 364.79 |
| 2020-03-31 | $4.1M | 16k | 254.28 |
| 2019-12-31 | $5.4M | 18k | 293.66 |
| 2019-09-30 | $4.1M | 19k | 224.00 |
| 2019-06-30 | $3.3M | 17k | 197.94 |
| 2019-03-31 | $4.1M | 22k | 189.94 |
| 2018-12-31 | $3.5M | 22k | 157.73 |
| 2018-09-30 | $4.9M | 22k | 225.72 |
| 2018-06-30 | $4.1M | 22k | 185.12 |
| 2018-03-31 | $3.9M | 23k | 167.78 |
| 2017-12-31 | $4.1M | 24k | 169.21 |
| 2017-09-30 | $3.7M | 24k | 154.11 |
| 2017-06-30 | $3.5M | 24k | 144.01 |
| 2017-03-31 | $3.2M | 22k | 143.66 |
| 2016-12-31 | $1.6M | 14k | 115.83 |
| 2016-09-30 | $1.5M | 13k | 113.02 |
| 2016-06-30 | $1.3M | 13k | 95.60 |
| 2016-03-31 | $1.1M | 10k | 108.97 |
| 2015-12-31 | $968k | 9.2k | 105.25 |
| 2015-09-30 | $987k | 9.0k | 110.25 |
| 2015-06-30 | $1.1M | 9.0k | 125.45 |
| 2015-03-31 | $1.2M | 10k | 124.42 |
| 2014-12-31 | $894k | 8.1k | 110.42 |
| 2014-09-30 | $848k | 8.4k | 100.76 |
| 2014-06-30 | $777k | 8.4k | 92.94 |
| 2014-03-31 | $641k | 8.4k | 76.67 |
More positions owned by Occidental Asset Management
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