Apple shares owned by Pacific Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Pacific Wealth Management
from 13F filings
Historical chart of Pacific Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Pacific Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $567k | 2.2k | 254.63 |
| 2025-06-30 | $324k | 1.6k | 205.17 |
| 2025-03-31 | $351k | 1.6k | 222.13 |
| 2024-12-31 | $396k | 1.6k | 250.42 |
| 2024-09-30 | $368k | 1.6k | 233.00 |
| 2024-06-30 | $333k | 1.6k | 210.62 |
| 2024-03-31 | $304k | 1.6k | 192.53 |
| 2023-12-31 | $304k | 1.6k | 192.53 |
| 2023-09-30 | $271k | 1.6k | 171.21 |
| 2023-06-30 | $307k | 1.6k | 193.97 |
| 2023-03-31 | $261k | 1.6k | 164.90 |
| 2022-12-31 | $205k | 1.6k | 129.93 |
| 2022-09-30 | $218k | 1.6k | 137.97 |
| 2022-06-30 | $222k | 1.6k | 136.45 |
| 2022-03-31 | $276k | 1.6k | 174.68 |
| 2021-12-31 | $281k | 1.6k | 177.85 |
| 2021-09-30 | $224k | 1.6k | 141.77 |
| 2021-06-30 | $216k | 1.6k | 136.71 |
| 2020-12-31 | $210k | 1.6k | 132.91 |