Apple shares owned by Sage Private Wealth Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Sage Private Wealth Group
from 13F filings
Historical chart of Sage Private Wealth Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Sage Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 15k | 254.64 |
| 2025-06-30 | $3.2M | 16k | 205.18 |
| 2025-03-31 | $2.9M | 13k | 222.14 |
| 2024-12-31 | $3.3M | 13k | 250.43 |
| 2024-09-30 | $3.1M | 13k | 233.00 |
| 2024-06-30 | $3.0M | 14k | 210.62 |
| 2024-03-31 | $1.9M | 11k | 171.49 |
| 2023-12-31 | $1.5M | 7.9k | 192.55 |
| 2023-09-30 | $1.2M | 7.0k | 171.22 |
| 2023-06-30 | $1.3M | 6.8k | 193.97 |
| 2023-03-31 | $1.1M | 6.8k | 164.91 |
| 2022-12-31 | $989k | 7.6k | 129.93 |
| 2022-09-30 | $1.5M | 11k | 138.25 |
| 2022-06-30 | $1.5M | 11k | 136.73 |
| 2022-03-31 | $1.8M | 10k | 174.57 |
| 2021-12-31 | $1.8M | 10k | 177.55 |
| 2021-09-30 | $1.4M | 10k | 141.47 |
| 2021-06-30 | $1.4M | 10k | 136.97 |
| 2021-03-31 | $1.2M | 10k | 122.11 |
| 2020-12-31 | $1.3M | 9.7k | 132.69 |