Apple shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by PBMares Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 34k | 254.63 |
| 2025-06-30 | $7.0M | 34k | 205.17 |
| 2025-03-31 | $8.5M | 38k | 222.13 |
| 2024-12-31 | $11M | 43k | 250.42 |
| 2024-09-30 | $9.9M | 42k | 233.00 |
| 2024-06-30 | $8.9M | 42k | 210.62 |
| 2024-03-31 | $7.0M | 41k | 171.48 |
| 2023-12-31 | $7.7M | 40k | 192.53 |
| 2023-09-30 | $6.7M | 39k | 171.21 |
| 2023-06-30 | $7.8M | 40k | 193.97 |
| 2023-03-31 | $6.6M | 40k | 164.90 |
| 2022-12-31 | $4.8M | 37k | 129.93 |
| 2022-09-30 | $5.4M | 39k | 138.21 |
| 2022-06-30 | $5.2M | 38k | 136.71 |
| 2022-03-31 | $6.5M | 37k | 174.61 |
| 2021-12-31 | $6.0M | 34k | 177.57 |
| 2021-09-30 | $4.7M | 33k | 141.49 |
| 2021-06-30 | $4.5M | 33k | 136.95 |
| 2021-03-31 | $3.8M | 31k | 122.14 |
| 2020-12-31 | $3.4M | 26k | 132.70 |
| 2020-09-30 | $2.9M | 25k | 115.82 |
| 2020-06-30 | $2.2M | 5.9k | 364.86 |
| 2020-03-31 | $1.6M | 6.2k | 254.30 |
| 2019-12-31 | $1.8M | 6.2k | 293.63 |