Apple shares owned by Peak Financial Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Peak Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 20k | 254.64 |
| 2025-06-30 | $4.2M | 21k | 205.18 |
| 2025-03-31 | $8.0M | 36k | 222.13 |
| 2024-12-31 | $10M | 40k | 250.43 |
| 2024-09-30 | $9.2M | 40k | 233.00 |
| 2024-06-30 | $9.3M | 44k | 210.62 |
| 2024-03-31 | $7.9M | 46k | 171.48 |
| 2023-12-31 | $9.9M | 51k | 192.53 |
| 2023-09-30 | $8.9M | 52k | 171.21 |
| 2023-06-30 | $10M | 52k | 193.97 |
| 2023-03-31 | $8.6M | 52k | 164.90 |
| 2022-12-31 | $6.8M | 52k | 129.93 |
| 2022-09-30 | $7.2M | 52k | 138.20 |
| 2022-06-30 | $14M | 423k | 33.47 |
| 2022-03-31 | $9.1M | 52k | 174.62 |
| 2021-12-31 | $9.0M | 51k | 177.57 |
| 2021-09-30 | $6.9M | 49k | 141.49 |
| 2021-06-30 | $6.7M | 49k | 136.95 |
| 2021-03-31 | $6.0M | 49k | 122.14 |
| 2020-12-31 | $6.5M | 49k | 132.69 |
| 2020-09-30 | $5.1M | 44k | 115.80 |
| 2020-06-30 | $4.1M | 11k | 364.78 |
| 2020-03-31 | $3.2M | 13k | 254.31 |
| 2019-12-31 | $3.8M | 13k | 293.66 |
| 2019-09-30 | $2.9M | 13k | 223.97 |
| 2019-06-30 | $2.6M | 13k | 197.94 |
| 2019-03-31 | $2.4M | 13k | 189.95 |
| 2018-12-31 | $2.0M | 13k | 157.70 |
| 2018-09-30 | $2.9M | 13k | 225.72 |
| 2018-06-30 | $2.4M | 13k | 185.08 |
| 2018-03-31 | $2.2M | 13k | 167.81 |
| 2017-12-31 | $2.3M | 14k | 169.24 |
| 2017-09-30 | $2.1M | 14k | 154.11 |
| 2017-06-30 | $2.0M | 14k | 144.01 |
| 2017-03-31 | $2.0M | 14k | 143.68 |
| 2016-12-31 | $1.1M | 9.3k | 115.84 |
| 2016-09-30 | $1.0M | 9.3k | 113.03 |
| 2016-06-30 | $1.0M | 11k | 95.60 |
| 2015-12-31 | $1.2M | 11k | 108.78 |