Apple shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Peterson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 13k | 256.49 |
| 2025-06-30 | $2.5M | 12k | 205.17 |
| 2025-03-31 | $2.2M | 12k | 181.47 |
| 2024-12-31 | $3.1M | 13k | 243.35 |
| 2024-09-30 | $2.9M | 12k | 233.00 |
| 2024-06-30 | $2.5M | 12k | 210.62 |
| 2024-03-31 | $1.9M | 11k | 171.48 |
| 2023-12-31 | $2.1M | 11k | 192.53 |
| 2023-09-30 | $1.9M | 11k | 171.20 |
| 2023-06-30 | $2.1M | 11k | 192.46 |
| 2023-03-31 | $2.2M | 13k | 164.90 |
| 2022-12-31 | $1.7M | 13k | 129.93 |
| 2022-09-30 | $1.8M | 13k | 138.20 |
| 2022-06-30 | $1.8M | 13k | 136.75 |
| 2022-03-31 | $2.4M | 14k | 174.60 |
| 2021-12-31 | $2.5M | 14k | 177.60 |
| 2021-09-30 | $1.9M | 13k | 141.51 |
| 2021-06-30 | $1.8M | 13k | 136.96 |
| 2021-03-31 | $1.6M | 13k | 122.17 |
| 2020-12-31 | $1.7M | 13k | 132.68 |
| 2020-09-30 | $1.7M | 14k | 115.79 |
| 2020-06-30 | $1.3M | 3.6k | 364.73 |
| 2020-03-31 | $887k | 3.5k | 254.30 |
| 2019-12-31 | $846k | 2.9k | 293.65 |
| 2019-09-30 | $610k | 2.7k | 224.10 |
| 2019-06-30 | $537k | 2.7k | 197.79 |
| 2019-03-31 | $549k | 2.8k | 198.84 |
| 2018-12-31 | $434k | 2.8k | 157.65 |
| 2018-09-30 | $620k | 2.7k | 225.87 |
| 2018-06-30 | $409k | 2.2k | 185.15 |
| 2018-03-31 | $448k | 2.7k | 167.92 |
| 2017-12-31 | $450k | 2.7k | 169.24 |