Apple shares owned by Waddell & Reed Financial
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Waddell & Reed Financial
from 13F filings
Historical chart of Waddell & Reed Financial investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Waddell & Reed Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Waddell & Reed Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-03-31 | $1.7B | 14M | 122.15 |
| 2020-12-31 | $1.9B | 14M | 132.69 |
| 2020-09-30 | $2.0B | 17M | 115.81 |
| 2020-06-30 | $1.5B | 4.2M | 364.80 |
| 2020-03-31 | $978M | 3.8M | 254.29 |
| 2019-12-31 | $1.2B | 4.1M | 293.65 |
| 2019-09-30 | $973M | 4.3M | 223.97 |
| 2019-06-30 | $831M | 4.2M | 197.92 |
| 2019-03-31 | $828M | 4.4M | 189.95 |
| 2018-12-31 | $817M | 5.2M | 157.74 |
| 2018-09-30 | $1.4B | 6.3M | 225.74 |
| 2018-06-30 | $1.0B | 5.5M | 185.11 |
| 2018-03-31 | $1.1B | 6.5M | 167.78 |
| 2017-12-31 | $1.3B | 7.6M | 169.23 |
| 2017-09-30 | $1.1B | 7.4M | 154.12 |
| 2017-06-30 | $699M | 4.9M | 144.02 |
| 2017-03-31 | $738M | 5.1M | 143.66 |
| 2016-12-31 | $301M | 2.6M | 115.82 |
| 2016-09-30 | $350M | 3.1M | 113.05 |
| 2016-06-30 | $244M | 2.6M | 95.60 |
| 2016-03-31 | $358M | 3.3M | 108.99 |
| 2015-12-31 | $402M | 3.8M | 105.26 |
| 2015-09-30 | $493M | 4.5M | 110.30 |
| 2015-06-30 | $649M | 5.2M | 125.42 |
| 2015-03-31 | $1.5B | 12M | 124.43 |
| 2014-12-31 | $1.8B | 17M | 110.38 |
| 2014-09-30 | $1.6B | 16M | 100.75 |
| 2014-06-30 | $1.0B | 11M | 92.93 |
| 2014-03-31 | $886M | 1.6M | 536.74 |
| 2013-12-31 | $916M | 1.6M | 561.11 |
| 2013-09-30 | $1.0B | 2.2M | 476.75 |
| 2013-06-30 | $1.2B | 3.1M | 396.08 |
| 2013-03-31 | $1.3B | 3.0M | 442.63 |
| 2012-12-31 | $2.1B | 3.9M | 533.03 |