Apple shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Apple
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Quarterly reported holdings in Apple by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 58k | 254.63 |
| 2025-06-30 | $12M | 58k | 205.17 |
| 2025-03-31 | $13M | 57k | 222.13 |
| 2024-12-31 | $14M | 54k | 250.42 |
| 2024-09-30 | $13M | 54k | 233.00 |
| 2024-06-30 | $11M | 54k | 210.62 |
| 2024-03-31 | $9.3M | 54k | 171.48 |
| 2023-12-31 | $9.7M | 51k | 192.53 |
| 2023-09-30 | $8.4M | 49k | 171.21 |
| 2023-06-30 | $11M | 57k | 193.97 |
| 2023-03-31 | $9.2M | 56k | 164.90 |
| 2022-12-31 | $7.9M | 61k | 129.93 |
| 2022-09-30 | $7.1M | 52k | 138.19 |
| 2022-06-30 | $7.0M | 51k | 136.71 |
| 2022-03-31 | $9.0M | 51k | 174.61 |
| 2021-12-31 | $8.2M | 46k | 177.57 |
| 2021-09-30 | $4.8M | 34k | 141.49 |
| 2021-06-30 | $4.6M | 38k | 122.14 |
| 2021-03-31 | $4.6M | 38k | 122.14 |
| 2020-12-31 | $3.8M | 29k | 132.69 |