Apple shares owned by T. Montgomery Jones
Historical chart of T. Montgomery Jones investment in Apple
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All positions including Apple held by T. Montgomery Jones consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by T. Montgomery Jones
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-12-31 | $144k | 850 | 169.41 |
| 2017-09-30 | $131k | 850 | 154.12 |
| 2017-06-30 | $7.6M | 53k | 144.02 |
| 2017-03-31 | $7.5M | 53k | 143.66 |
| 2016-12-31 | $6.6M | 57k | 115.83 |
| 2016-09-30 | $6.5M | 58k | 113.05 |
| 2016-06-30 | $5.5M | 58k | 95.61 |
| 2016-03-31 | $6.4M | 59k | 109.00 |
| 2015-12-31 | $6.5M | 62k | 105.25 |
| 2015-09-30 | $6.9M | 63k | 110.30 |
| 2015-06-30 | $8.0M | 64k | 125.43 |
| 2015-03-31 | $8.0M | 64k | 124.43 |
| 2014-12-31 | $7.4M | 67k | 110.38 |
| 2014-09-30 | $6.7M | 67k | 100.75 |
| 2014-06-30 | $5.7M | 62k | 92.93 |
| 2014-03-31 | $4.8M | 8.9k | 536.72 |
| 2013-12-31 | $5.3M | 9.4k | 561.04 |
| 2013-09-30 | $4.6M | 9.6k | 476.76 |
| 2013-06-30 | $3.8M | 9.7k | 396.49 |
| 2013-03-31 | $334k | 755 | 442.38 |
| 2012-12-31 | $402k | 755 | 532.45 |
| 2012-09-30 | $504k | 755 | 667.55 |
| 2012-06-30 | $441k | 755 | 584.11 |
| 2012-03-31 | $453k | 755 | 600.00 |
| 2011-12-31 | $306k | 755 | 405.30 |
| 2011-09-30 | $288k | 755 | 381.46 |
| 2011-06-30 | $354k | 1.1k | 335.55 |
| 2011-03-31 | $368k | 1.1k | 348.82 |
| 2010-12-31 | $346k | 1.1k | 322.76 |