Apple shares owned by Private Wealth Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in Apple
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All positions including Apple held by Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $123M | 529k | 233.00 |
| 2024-03-31 | $108M | 630k | 171.48 |
| 2023-12-31 | $128M | 666k | 192.53 |
| 2023-09-30 | $115M | 673k | 171.21 |
| 2023-06-30 | $132M | 679k | 193.97 |
| 2023-03-31 | $112M | 682k | 164.90 |
| 2022-12-31 | $88M | 676k | 129.93 |
| 2022-09-30 | $91M | 657k | 138.20 |
| 2022-06-30 | $90M | 661k | 136.72 |
| 2022-03-31 | $118M | 675k | 174.61 |
| 2021-12-31 | $120M | 678k | 177.57 |
| 2021-09-30 | $98M | 693k | 141.50 |
| 2021-06-30 | $105M | 770k | 136.96 |
| 2021-03-31 | $92M | 754k | 122.15 |
| 2020-12-31 | $95M | 713k | 132.69 |
| 2020-09-30 | $0 | 713k | 0.00 |
| 2020-06-30 | $65M | 177k | 364.80 |
| 2020-03-31 | $44M | 174k | 254.29 |
| 2019-12-31 | $52M | 177k | 293.65 |
| 2019-09-30 | $40M | 177k | 223.97 |
| 2019-06-30 | $35M | 177k | 197.92 |
| 2019-03-31 | $34M | 177k | 189.95 |
| 2018-12-31 | $28M | 174k | 157.74 |
| 2018-09-30 | $42M | 184k | 225.74 |
| 2018-06-30 | $34M | 184k | 185.11 |
| 2018-03-31 | $30M | 178k | 167.78 |
| 2017-12-31 | $31M | 185k | 169.23 |
| 2017-09-30 | $28M | 182k | 154.12 |
| 2017-06-30 | $26M | 182k | 144.02 |
| 2017-03-31 | $26M | 179k | 143.66 |
| 2016-12-31 | $25M | 216k | 115.82 |
| 2016-09-30 | $24M | 215k | 113.05 |
| 2016-06-30 | $22M | 227k | 95.60 |
| 2016-03-31 | $28M | 253k | 108.99 |
| 2015-12-31 | $25M | 242k | 105.26 |
| 2015-09-30 | $27M | 246k | 110.30 |
| 2015-06-30 | $30M | 241k | 125.43 |
| 2015-03-31 | $28M | 249k | 110.38 |
| 2014-12-31 | $28M | 249k | 110.38 |
| 2014-09-30 | $25M | 251k | 100.75 |
| 2014-06-30 | $23M | 248k | 92.93 |
| 2014-03-31 | $23M | 43k | 536.74 |
| 2013-12-31 | $21M | 37k | 561.01 |
| 2013-09-30 | $18M | 39k | 476.76 |
| 2013-06-30 | $17M | 42k | 396.53 |
| 2013-03-31 | $18M | 40k | 442.65 |
| 2012-12-31 | $15M | 27k | 532.18 |
| 2012-09-30 | $17M | 26k | 667.12 |
| 2012-06-30 | $20M | 34k | 584.01 |
| 2012-03-31 | $15M | 25k | 599.56 |
| 2011-09-30 | $16M | 42k | 381.31 |
| 2011-06-30 | $8.9M | 26k | 335.68 |