Apple shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in Apple
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Quarterly reported holdings in Apple by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 148k | 254.63 |
| 2025-06-30 | $2.3M | 11k | 205.18 |
| 2025-03-31 | $2.2M | 9.9k | 222.12 |
| 2024-12-31 | $45M | 179k | 250.42 |
| 2024-09-30 | $41M | 182k | 226.21 |
| 2024-06-30 | $50M | 231k | 216.75 |
| 2023-12-31 | $36M | 185k | 192.53 |
| 2023-09-30 | $29M | 167k | 171.21 |
| 2023-06-30 | $30M | 156k | 193.97 |
| 2023-03-31 | $24M | 1.3k | 19044.78 |
| 2022-12-31 | $17M | 122k | 135.21 |
| 2022-09-30 | $15M | 111k | 138.20 |
| 2022-06-30 | $14M | 103k | 136.72 |
| 2022-03-31 | $20M | 116k | 174.61 |
| 2021-12-31 | $19M | 106k | 177.57 |
| 2021-09-30 | $14M | 102k | 141.68 |
| 2021-06-30 | $12M | 88k | 136.97 |
| 2021-03-31 | $8.4M | 69k | 122.14 |
| 2020-12-31 | $294k | 2.2k | 132.49 |
| 2020-09-30 | $7.0M | 60k | 115.80 |
| 2020-06-30 | $5.3M | 15k | 364.79 |
| 2020-03-31 | $3.7M | 15k | 254.31 |
| 2019-12-31 | $4.5M | 15k | 293.67 |
More positions owned by Strategic Wealth Designers
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