Apple shares owned by Smith & Howard Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Smith & Howard Wealth Management
from 13F filings
Historical chart of Smith & Howard Wealth Management investment in Apple
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All positions including Apple held by Smith & Howard Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Smith & Howard Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 9.9k | 254.62 |
| 2025-06-30 | $3.1M | 15k | 205.17 |
| 2025-03-31 | $3.2M | 14k | 222.13 |
| 2024-12-31 | $3.6M | 15k | 250.42 |
| 2024-09-30 | $3.1M | 14k | 233.00 |
| 2024-06-30 | $2.8M | 13k | 210.62 |
| 2024-03-31 | $2.3M | 13k | 171.48 |
| 2023-12-31 | $2.8M | 15k | 192.53 |
| 2023-09-30 | $2.3M | 13k | 171.21 |
| 2023-06-30 | $2.7M | 14k | 193.97 |
| 2023-03-31 | $2.0M | 12k | 164.90 |
| 2022-12-31 | $1.9M | 15k | 129.93 |
| 2022-09-30 | $2.3M | 17k | 138.21 |
| 2022-06-30 | $2.2M | 16k | 136.72 |
| 2022-03-31 | $2.1M | 12k | 174.65 |
| 2021-12-31 | $2.6M | 14k | 177.55 |
| 2021-09-30 | $2.5M | 17k | 141.53 |
| 2021-06-30 | $2.4M | 18k | 136.96 |
| 2021-03-31 | $2.2M | 18k | 122.17 |
| 2020-12-31 | $2.0M | 15k | 132.67 |
| 2020-09-30 | $2.0M | 17k | 115.81 |
| 2020-06-30 | $1.6M | 4.3k | 364.75 |
| 2020-03-31 | $1.2M | 4.7k | 254.40 |
| 2019-12-31 | $1.4M | 4.9k | 293.65 |
| 2019-09-30 | $907k | 4.0k | 224.06 |
| 2019-06-30 | $725k | 3.7k | 198.03 |
| 2019-03-31 | $922k | 4.9k | 189.91 |
| 2018-12-31 | $763k | 4.8k | 157.84 |
| 2018-09-30 | $994k | 4.4k | 225.65 |
| 2018-06-30 | $1.2M | 6.7k | 185.05 |
| 2018-03-31 | $768k | 4.6k | 167.87 |
| 2017-12-31 | $773k | 4.6k | 169.22 |
| 2017-09-30 | $704k | 4.6k | 154.12 |
| 2017-06-30 | $820k | 5.7k | 144.01 |
| 2017-03-31 | $646k | 4.5k | 143.75 |
| 2016-12-31 | $596k | 5.1k | 115.80 |
| 2016-09-30 | $595k | 5.3k | 113.07 |
| 2016-06-30 | $626k | 6.6k | 95.56 |
| 2016-03-31 | $984k | 9.0k | 109.02 |
| 2015-12-31 | $806k | 7.7k | 105.22 |
| 2015-09-30 | $946k | 8.6k | 110.33 |
| 2015-06-30 | $1.1M | 8.7k | 125.48 |
| 2015-03-31 | $1.1M | 8.5k | 124.39 |
| 2014-12-31 | $828k | 7.5k | 110.33 |
| 2014-09-30 | $784k | 7.8k | 100.69 |
| 2014-06-30 | $825k | 8.9k | 92.95 |
| 2011-12-31 | $416k | 1.0k | 405.06 |
More positions owned by Smith & Howard Wealth Management
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