Apple shares owned by Trademark Financial Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Trademark Financial Management
from 13F filings
Historical chart of Trademark Financial Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Trademark Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Trademark Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $646k | 2.5k | 254.65 |
| 2025-06-30 | $534k | 2.6k | 205.15 |
| 2025-03-31 | $404k | 1.8k | 222.16 |
| 2024-12-31 | $522k | 2.1k | 250.37 |
| 2024-09-30 | $500k | 2.1k | 233.00 |
| 2024-06-30 | $482k | 2.3k | 210.62 |
| 2024-03-31 | $399k | 2.3k | 171.48 |
More positions owned by Trademark Financial Management
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