Apple shares owned by Sax Wealth Advisors
Historical chart of Sax Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 108k | 254.63 |
| 2025-06-30 | $21M | 104k | 205.17 |
| 2024-12-31 | $22M | 88k | 250.42 |
| 2024-06-30 | $12M | 55k | 210.62 |
| 2023-12-31 | $8.9M | 46k | 192.53 |
| 2023-09-30 | $7.9M | 46k | 171.21 |
| 2023-06-30 | $8.9M | 46k | 193.97 |
| 2023-03-31 | $7.6M | 46k | 164.90 |
| 2022-12-31 | $6.1M | 47k | 129.93 |
| 2022-09-30 | $7.8M | 56k | 138.21 |
| 2022-06-30 | $8.1M | 60k | 136.72 |
| 2022-03-31 | $10M | 59k | 174.61 |
| 2021-12-31 | $12M | 67k | 177.58 |
| 2021-09-30 | $4.5M | 32k | 141.48 |
| 2021-06-30 | $4.4M | 32k | 136.95 |
| 2021-03-31 | $4.2M | 35k | 122.14 |
| 2020-12-31 | $4.5M | 34k | 132.68 |