Apple shares owned by SRS Capital Advisors
Historical chart of SRS Capital Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $148M | 581k | 254.63 |
| 2025-06-30 | $33M | 97k | 337.57 |
| 2025-03-31 | $23M | 105k | 222.13 |
| 2024-12-31 | $27M | 107k | 250.43 |
| 2024-09-30 | $16M | 70k | 233.00 |
| 2024-06-30 | $15M | 69k | 210.62 |
| 2024-03-31 | $11M | 62k | 171.48 |
| 2023-12-31 | $12M | 63k | 192.53 |
| 2023-09-30 | $11M | 64k | 171.21 |
| 2023-06-30 | $13M | 65k | 193.97 |
| 2023-03-31 | $11M | 65k | 164.90 |
| 2022-12-31 | $7.8M | 60k | 129.93 |
| 2022-09-30 | $8.0M | 58k | 138.20 |
| 2022-06-30 | $7.8M | 57k | 136.71 |
| 2022-03-31 | $7.8M | 45k | 174.61 |
| 2021-12-31 | $8.0M | 45k | 177.57 |
| 2021-09-30 | $6.3M | 44k | 141.50 |
| 2021-06-30 | $6.5M | 48k | 136.96 |
| 2020-12-31 | $5.7M | 43k | 132.69 |
| 2020-09-30 | $5.0M | 43k | 115.82 |
| 2020-06-30 | $4.6M | 13k | 364.83 |
| 2020-03-31 | $3.2M | 13k | 254.33 |
| 2019-12-31 | $2.1M | 7.1k | 293.63 |
| 2019-09-30 | $1.6M | 7.0k | 223.95 |
| 2019-06-30 | $1.4M | 7.1k | 197.97 |
| 2018-12-31 | $1.0M | 6.4k | 157.69 |
| 2018-09-30 | $1.0M | 4.5k | 225.81 |
| 2018-06-30 | $1.4M | 7.6k | 185.10 |
| 2018-03-31 | $1.1M | 6.7k | 167.67 |
| 2017-12-31 | $1.0M | 6.1k | 169.16 |
| 2017-09-30 | $949k | 6.2k | 154.08 |
| 2017-06-30 | $1.1M | 7.7k | 143.96 |
| 2017-03-31 | $796k | 5.5k | 143.50 |
| 2016-12-31 | $465k | 4.0k | 115.73 |