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Apple shares owned by Tolleson Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Tolleson Wealth Management from 13F filings

Historical chart of Tolleson Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Tolleson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 8.2k 233.04
2024-03-31 $1.3M 7.7k 171.53
2023-12-31 $2.1M 11k 192.56
2023-09-30 $1.9M 11k 171.24
2023-06-30 $2.6M 13k 193.95
2023-03-31 $1.3M 7.7k 164.93
2022-12-31 $1.0M 7.8k 129.88
2022-09-30 $1.1M 7.7k 138.20
2022-06-30 $1.0M 7.7k 136.77
2022-03-31 $1.3M 7.7k 174.58
2021-12-31 $1.4M 7.7k 177.58
2021-09-30 $1.1M 7.7k 141.46
2021-06-30 $1.1M 8.3k 136.99
2021-03-31 $1.1M 8.7k 122.18
2020-12-31 $1.1M 8.3k 132.65
2020-09-30 $961k 8.3k 115.78
2020-06-30 $757k 2.1k 364.82
2020-03-31 $547k 2.2k 254.18
2019-12-31 $788k 2.7k 293.59
2019-09-30 $465k 2.1k 224.10
2019-06-30 $662k 3.3k 197.85
2019-03-31 $636k 3.3k 190.08
2018-12-31 $528k 3.3k 157.80