Apple shares owned by Schwartz Investment Counsel
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Schwartz Investment Counsel
from 13F filings
Historical chart of Schwartz Investment Counsel investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Schwartz Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Schwartz Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 7.6k | 233.00 |
| 2024-06-30 | $1.6M | 7.7k | 210.62 |
| 2024-03-31 | $1.1M | 6.2k | 171.48 |
| 2023-12-31 | $1.2M | 6.2k | 192.53 |
| 2023-09-30 | $1.1M | 6.2k | 171.21 |
| 2023-06-30 | $1.5M | 7.6k | 193.97 |
| 2023-03-31 | $1.2M | 7.0k | 164.90 |
| 2022-12-31 | $812k | 6.3k | 129.93 |
| 2022-09-30 | $864k | 6.3k | 138.24 |
| 2022-06-30 | $882k | 6.5k | 136.74 |
| 2022-03-31 | $1.1M | 6.3k | 174.60 |
| 2021-12-31 | $1.3M | 7.1k | 177.61 |
| 2021-09-30 | $1.0M | 7.1k | 141.55 |
| 2021-06-30 | $972k | 7.1k | 136.90 |
| 2021-03-31 | $1.0M | 8.3k | 122.17 |
| 2020-12-31 | $1.1M | 8.5k | 132.66 |
| 2020-09-30 | $374k | 3.2k | 115.79 |
| 2020-06-30 | $1.2M | 3.2k | 364.71 |
| 2020-03-31 | $821k | 3.2k | 254.18 |
| 2019-12-31 | $1.3M | 4.3k | 293.69 |
| 2019-09-30 | $779k | 3.5k | 223.85 |
| 2019-06-30 | $689k | 3.5k | 197.99 |
| 2019-03-31 | $661k | 3.5k | 189.94 |
| 2018-12-31 | $525k | 3.3k | 157.66 |
| 2018-09-30 | $752k | 3.3k | 225.83 |
| 2018-06-30 | $616k | 3.3k | 184.98 |
| 2018-03-31 | $559k | 3.3k | 167.87 |
| 2017-12-31 | $564k | 3.3k | 169.23 |
| 2017-09-30 | $513k | 3.3k | 154.05 |
| 2017-06-30 | $508k | 3.5k | 143.91 |
| 2017-03-31 | $507k | 3.5k | 143.63 |
| 2016-12-31 | $409k | 3.5k | 115.86 |
| 2016-09-30 | $399k | 3.5k | 113.03 |
| 2016-06-30 | $337k | 3.5k | 95.47 |
| 2016-03-31 | $385k | 3.5k | 109.07 |
| 2015-12-31 | $456k | 4.3k | 105.31 |
| 2015-09-30 | $741k | 6.7k | 110.27 |
| 2015-06-30 | $954k | 7.6k | 125.36 |
| 2015-03-31 | $1.3M | 11k | 124.41 |
| 2014-12-31 | $1.6M | 15k | 110.40 |
| 2014-09-30 | $1.7M | 17k | 100.73 |
| 2014-06-30 | $2.2M | 24k | 92.91 |
| 2014-03-31 | $2.2M | 4.0k | 536.63 |
| 2013-12-31 | $2.3M | 4.2k | 561.10 |
| 2013-09-30 | $2.0M | 4.2k | 476.83 |
| 2013-06-30 | $1.7M | 4.3k | 396.48 |
| 2013-03-31 | $1.3M | 3.0k | 442.64 |
| 2012-12-31 | $319k | 600 | 531.67 |
| 2012-09-30 | $400k | 600 | 666.67 |
| 2012-06-30 | $350k | 600 | 583.33 |
| 2012-03-31 | $1.6M | 2.6k | 599.62 |
| 2011-12-31 | $8.1M | 20k | 405.00 |
| 2011-09-30 | $6.5M | 17k | 381.29 |
| 2011-06-30 | $5.7M | 17k | 335.65 |
More positions owned by Schwartz Investment Counsel
View all positions for Schwartz Investment Counsel