Apple shares owned by Peterson Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Peterson Wealth Management
from 13F filings
Historical chart of Peterson Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Peterson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $454k | 2.2k | 205.18 |
| 2025-03-31 | $2.3M | 10k | 222.12 |
| 2024-12-31 | $6.5M | 26k | 250.42 |
| 2024-09-30 | $5.6M | 24k | 233.00 |
| 2024-06-30 | $5.0M | 24k | 210.62 |
| 2024-03-31 | $4.0M | 24k | 171.48 |
| 2023-12-31 | $2.2M | 11k | 192.54 |
| 2023-09-30 | $1.8M | 10k | 171.21 |
| 2023-06-30 | $1.5M | 7.9k | 193.97 |
| 2023-03-31 | $1.4M | 8.2k | 164.89 |
| 2022-12-31 | $1.3M | 9.8k | 129.93 |
| 2022-09-30 | $1.3M | 9.1k | 138.24 |
| 2022-06-30 | $792k | 5.8k | 136.76 |
| 2022-03-31 | $1.8M | 10k | 174.65 |
| 2021-12-31 | $2.3M | 13k | 177.57 |
| 2021-09-30 | $1.8M | 13k | 141.50 |
| 2021-06-30 | $1.7M | 12k | 136.95 |
| 2021-03-31 | $1.8M | 15k | 122.18 |
| 2020-12-31 | $979k | 7.4k | 132.73 |
| 2020-09-30 | $720k | 6.2k | 115.85 |
| 2020-06-30 | $533k | 1.5k | 364.57 |
| 2020-03-31 | $222k | 872 | 254.59 |
More positions owned by Peterson Wealth Management
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