Apple shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Apple
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Quarterly reported holdings in Apple by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 135k | 254.63 |
| 2025-06-30 | $29M | 139k | 205.17 |
| 2025-03-31 | $31M | 140k | 222.13 |
| 2024-12-31 | $36M | 145k | 250.42 |
| 2024-09-30 | $35M | 148k | 233.00 |
| 2024-06-30 | $32M | 152k | 210.62 |
| 2024-03-31 | $27M | 155k | 171.48 |
| 2023-12-31 | $31M | 160k | 192.53 |
| 2023-09-30 | $28M | 161k | 171.21 |
| 2023-06-30 | $31M | 161k | 193.97 |
| 2023-03-31 | $27M | 162k | 164.90 |
| 2022-12-31 | $20M | 151k | 129.94 |
| 2022-09-30 | $21M | 153k | 138.19 |
| 2022-06-30 | $23M | 165k | 136.72 |
| 2022-03-31 | $30M | 169k | 174.62 |
| 2021-12-31 | $30M | 170k | 177.57 |
| 2021-09-30 | $24M | 171k | 141.50 |
| 2021-06-30 | $23M | 170k | 136.96 |
| 2021-03-31 | $21M | 170k | 122.16 |
| 2020-12-31 | $23M | 170k | 132.69 |
| 2020-09-30 | $25M | 214k | 115.81 |
| 2020-06-30 | $23M | 59k | 381.91 |
| 2020-03-31 | $13M | 49k | 254.29 |
| 2019-12-31 | $16M | 54k | 293.65 |
| 2019-09-30 | $12M | 55k | 223.97 |
| 2019-06-30 | $11M | 56k | 197.93 |
| 2019-03-31 | $11M | 56k | 189.95 |
| 2018-12-31 | $6.3M | 40k | 157.74 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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