Apple shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 10k | 254.64 |
| 2025-06-30 | $2.0M | 9.9k | 205.17 |
| 2025-03-31 | $2.2M | 9.9k | 222.13 |
| 2024-12-31 | $2.5M | 10k | 250.41 |
| 2024-09-30 | $2.4M | 10k | 233.00 |
| 2024-03-31 | $1.8M | 10k | 171.48 |
| 2023-09-30 | $1.9M | 11k | 171.21 |
| 2023-06-30 | $1.6M | 8.4k | 193.98 |
| 2023-03-31 | $1.3M | 8.1k | 164.90 |
| 2022-12-31 | $1.0M | 7.9k | 129.94 |
| 2022-09-30 | $1.1M | 8.1k | 138.18 |
| 2022-06-30 | $1.1M | 7.9k | 139.24 |
| 2022-03-31 | $1.5M | 8.1k | 178.42 |
| 2021-12-31 | $1.4M | 7.6k | 177.51 |
| 2021-09-30 | $1.1M | 7.8k | 142.65 |
| 2021-06-30 | $1.1M | 7.5k | 146.13 |
| 2021-03-31 | $1.1M | 8.6k | 122.14 |
| 2020-12-31 | $1.2M | 8.9k | 132.73 |
| 2020-09-30 | $1.0M | 8.8k | 115.77 |
| 2020-06-30 | $794k | 2.2k | 364.89 |
| 2020-03-31 | $551k | 2.2k | 254.39 |
| 2019-12-31 | $621k | 2.1k | 293.48 |
| 2019-09-30 | $487k | 2.2k | 223.81 |
| 2019-06-30 | $378k | 1.9k | 197.91 |
More positions owned by Shakespeare Wealth Management
View all positions for Shakespeare Wealth Management