Apple shares owned by SFMG Wealth Advisors
Historical chart of SFMG Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56M | 220k | 254.63 |
| 2025-06-30 | $45M | 218k | 205.17 |
| 2025-03-31 | $48M | 216k | 222.13 |
| 2024-12-31 | $56M | 223k | 250.42 |
| 2024-09-30 | $52M | 222k | 233.00 |
| 2024-06-30 | $47M | 225k | 210.62 |
| 2024-03-31 | $39M | 225k | 171.48 |
| 2023-12-31 | $45M | 233k | 192.53 |
| 2023-09-30 | $39M | 227k | 171.21 |
| 2023-06-30 | $42M | 214k | 193.97 |
| 2023-03-31 | $35M | 211k | 164.90 |
| 2022-12-31 | $26M | 203k | 129.93 |
| 2022-09-30 | $28M | 205k | 138.34 |
| 2022-06-30 | $28M | 206k | 136.72 |
| 2022-03-31 | $36M | 204k | 174.61 |
| 2021-12-31 | $37M | 206k | 177.57 |
| 2021-09-30 | $27M | 193k | 141.50 |
| 2021-06-30 | $26M | 191k | 136.96 |
| 2021-03-31 | $23M | 191k | 122.15 |
| 2020-12-31 | $25M | 189k | 132.69 |
| 2020-09-30 | $20M | 173k | 115.81 |
| 2020-06-30 | $16M | 42k | 364.81 |
| 2020-03-31 | $10M | 41k | 254.28 |
| 2019-12-31 | $13M | 44k | 293.65 |
| 2019-09-30 | $11M | 49k | 223.96 |
| 2019-06-30 | $10M | 49k | 207.74 |
| 2019-03-31 | $9.7M | 51k | 189.95 |
| 2018-12-31 | $11M | 67k | 157.73 |
| 2018-09-30 | $14M | 66k | 207.48 |
| 2018-06-30 | $12M | 66k | 185.11 |
| 2018-03-31 | $11M | 66k | 167.78 |
| 2017-12-31 | $11M | 67k | 169.23 |
| 2017-09-30 | $10M | 67k | 154.12 |
| 2017-06-30 | $9.5M | 66k | 144.02 |
| 2017-03-31 | $9.4M | 66k | 143.66 |
| 2016-12-31 | $7.9M | 69k | 115.82 |
| 2016-09-30 | $7.9M | 70k | 113.05 |
| 2016-06-30 | $6.9M | 72k | 95.60 |
| 2016-03-31 | $7.3M | 67k | 108.99 |
| 2015-12-31 | $4.7M | 44k | 105.27 |
| 2015-09-30 | $3.2M | 29k | 110.31 |
| 2015-06-30 | $4.2M | 33k | 125.44 |
| 2015-03-31 | $13M | 100k | 124.44 |
| 2014-12-31 | $3.7M | 33k | 110.38 |
| 2014-09-30 | $3.3M | 33k | 100.75 |
| 2014-06-30 | $3.0M | 33k | 92.92 |
| 2014-03-31 | $2.5M | 4.7k | 536.86 |
| 2013-12-31 | $3.2M | 5.8k | 560.96 |
| 2013-09-30 | $2.8M | 5.8k | 476.67 |
| 2013-06-30 | $1.9M | 4.8k | 394.37 |
| 2013-03-31 | $2.0M | 4.4k | 442.64 |
| 2012-12-31 | $2.2M | 4.1k | 532.12 |
| 2012-09-30 | $4.3M | 6.4k | 667.08 |
| 2012-06-30 | $2.6M | 4.4k | 578.80 |
| 2011-12-31 | $2.3M | 5.7k | 404.95 |
| 2011-09-30 | $2.1M | 5.5k | 381.24 |
| 2011-03-31 | $507k | 1.5k | 348.45 |
| 2010-12-31 | $391k | 1.2k | 322.61 |