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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

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Quarterly reported holdings in Apple by Schwartz Investment Counsel

Quarter filed Position value Share count Share price at filing
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