Apple shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of Apple (AAPL) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by USA Financial Portformulas consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.6M | 7.2k | 222.13 |
| 2024-12-31 | $1.6M | 6.5k | 250.42 |
| 2024-09-30 | $1.7M | 7.3k | 233.00 |
| 2024-06-30 | $6.3k | 30 | 210.63 |
| 2024-03-31 | $15k | 88 | 171.48 |
| 2023-12-31 | $41k | 213 | 192.53 |
| 2023-09-30 | $337k | 2.0k | 171.21 |
| 2023-06-30 | $3.1k | 16 | 194.00 |
| 2023-03-31 | $2.6k | 16 | 164.88 |
| 2022-09-30 | $8.0k | 61 | 131.15 |
| 2022-06-30 | $9.0k | 64 | 140.63 |
| 2022-03-31 | $10k | 57 | 175.44 |
| 2021-12-31 | $11k | 64 | 171.88 |
| 2021-09-30 | $22k | 159 | 138.36 |
| 2021-06-30 | $11k | 81 | 135.80 |
| 2021-03-31 | $8.0k | 66 | 121.21 |
| 2020-12-31 | $2.6M | 20k | 132.68 |
| 2020-09-30 | $4.1M | 36k | 115.80 |
| 2020-06-30 | $7.7M | 21k | 364.78 |
| 2020-03-31 | $5.8M | 23k | 254.30 |
| 2019-12-31 | $8.0M | 27k | 293.65 |
| 2018-12-31 | $12M | 54k | 225.74 |
| 2018-06-30 | $6.6M | 40k | 167.78 |
| 2018-03-31 | $6.7M | 40k | 167.78 |
| 2017-12-31 | $6.4M | 38k | 169.22 |
| 2017-09-30 | $7.1M | 46k | 154.13 |
| 2017-06-30 | $9.4M | 65k | 144.01 |
| 2017-03-31 | $12M | 83k | 143.66 |
| 2015-06-30 | $17M | 136k | 125.42 |
| 2014-12-31 | $5.6M | 51k | 110.38 |
More positions owned by USA Financial Portformulas
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Allianzim Us Equ (SIXJ)
View all positions for USA Financial Portformulas