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Apple shares owned by SFMG Wealth Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by SFMG Wealth Advisors from 13F filings

Historical chart of SFMG Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
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