Apple shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Apple
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Quarterly reported holdings in Apple by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 132k | 254.63 |
| 2025-06-30 | $25M | 120k | 205.17 |
| 2025-03-31 | $28M | 126k | 222.13 |
| 2024-12-31 | $30M | 118k | 250.42 |
| 2024-09-30 | $28M | 122k | 233.00 |
| 2024-06-30 | $25M | 119k | 210.62 |
| 2024-03-31 | $21M | 120k | 171.47 |
| 2023-12-31 | $23M | 117k | 192.53 |
| 2023-09-30 | $20M | 115k | 171.21 |
| 2023-06-30 | $18M | 91k | 193.97 |
| 2023-03-31 | $15M | 89k | 164.90 |
| 2022-12-31 | $13M | 97k | 129.93 |
| 2022-09-30 | $13M | 96k | 138.20 |
| 2022-06-30 | $13M | 91k | 136.72 |
| 2022-03-31 | $16M | 91k | 174.58 |
| 2021-12-31 | $18M | 99k | 177.56 |
| 2021-09-30 | $14M | 98k | 141.48 |
| 2021-06-30 | $14M | 99k | 136.96 |
| 2021-03-31 | $12M | 100k | 122.15 |
| 2020-12-31 | $13M | 101k | 132.74 |
| 2020-09-30 | $9.9M | 27k | 364.79 |
| 2020-06-30 | $9.9M | 27k | 364.79 |
| 2020-03-31 | $7.7M | 30k | 254.20 |
| 2019-12-31 | $10M | 34k | 293.62 |
| 2019-09-30 | $7.9M | 36k | 223.98 |
| 2019-06-30 | $7.4M | 38k | 197.92 |
| 2019-03-31 | $7.2M | 38k | 189.96 |
| 2018-12-31 | $5.8M | 37k | 157.82 |
| 2018-09-30 | $7.5M | 40k | 185.22 |
| 2018-06-30 | $7.5M | 40k | 187.10 |
| 2018-03-31 | $6.6M | 39k | 167.89 |
| 2017-12-31 | $6.7M | 40k | 169.34 |
| 2017-09-30 | $6.5M | 42k | 155.83 |
| 2017-06-30 | $6.0M | 42k | 145.21 |
| 2017-03-31 | $6.5M | 45k | 143.82 |
| 2016-12-31 | $5.6M | 48k | 116.14 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners