Apple shares owned by Union Heritage Capital
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Union Heritage Capital
from 13F filings
Historical chart of Union Heritage Capital investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Union Heritage Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Union Heritage Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 71k | 254.63 |
| 2025-06-30 | $17M | 83k | 205.17 |
| 2025-03-31 | $19M | 83k | 222.13 |
| 2024-12-31 | $21M | 83k | 250.42 |
| 2024-09-30 | $19M | 83k | 233.00 |
| 2024-06-30 | $18M | 83k | 210.62 |
| 2024-03-31 | $14M | 83k | 171.48 |
| 2023-12-31 | $14M | 72k | 192.53 |
| 2023-09-30 | $12M | 72k | 171.21 |
| 2023-06-30 | $14M | 72k | 193.97 |
| 2023-03-31 | $12M | 70k | 164.89 |
| 2022-12-31 | $9.3M | 72k | 129.93 |
| 2022-09-30 | $10M | 74k | 138.20 |
| 2022-06-30 | $10M | 74k | 136.72 |
| 2022-03-31 | $13M | 74k | 174.61 |
| 2021-12-31 | $15M | 85k | 177.56 |
| 2021-09-30 | $14M | 100k | 141.50 |
| 2021-06-30 | $14M | 100k | 136.96 |
| 2021-03-31 | $13M | 110k | 122.15 |