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
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Download as csvQuarterly reported holdings in Apple by Tolleson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 11k | 254.63 |
| 2025-06-30 | $1.6M | 7.7k | 205.22 |
| 2025-03-31 | $1.7M | 7.7k | 222.16 |
| 2024-12-31 | $2.9M | 12k | 250.39 |
| 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 |
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