Apple shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in Apple
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Quarterly reported holdings in Apple by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 38k | 254.63 |
| 2025-06-30 | $8.0M | 39k | 205.17 |
| 2025-03-31 | $6.1M | 48k | 128.96 |
| 2024-12-31 | $6.9M | 29k | 243.85 |
| 2024-09-30 | $6.2M | 29k | 214.93 |
| 2024-06-30 | $6.2M | 29k | 210.62 |
| 2024-03-31 | $4.9M | 29k | 171.48 |
| 2023-12-31 | $5.7M | 30k | 192.53 |
| 2023-09-30 | $5.4M | 31k | 171.21 |
| 2023-06-30 | $6.2M | 32k | 193.97 |
| 2023-03-31 | $5.3M | 32k | 164.90 |
| 2022-12-31 | $4.2M | 33k | 129.93 |
| 2022-09-30 | $4.6M | 33k | 138.21 |
| 2022-06-30 | $4.5M | 33k | 136.72 |
| 2022-03-31 | $5.4M | 31k | 174.62 |
| 2021-12-31 | $5.5M | 31k | 177.56 |
| 2021-09-30 | $4.4M | 31k | 141.51 |
| 2021-06-30 | $4.3M | 31k | 136.97 |
| 2021-03-31 | $4.0M | 33k | 122.15 |
| 2020-12-31 | $4.3M | 32k | 134.27 |
More positions owned by Trinity Financial Advisors
View all positions for Trinity Financial Advisors