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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

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Sovereign Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
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