Apple shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 27k | 254.63 |
| 2025-06-30 | $5.5M | 27k | 205.17 |
| 2025-03-31 | $5.7M | 26k | 222.13 |
| 2024-12-31 | $6.5M | 26k | 250.42 |
| 2024-09-30 | $5.8M | 25k | 233.00 |
| 2024-06-30 | $5.9M | 28k | 210.62 |
| 2024-03-31 | $4.6M | 27k | 171.48 |
| 2023-12-31 | $5.2M | 27k | 192.53 |
| 2023-09-30 | $5.8M | 34k | 171.21 |
| 2023-06-30 | $6.5M | 33k | 193.97 |
| 2023-03-31 | $5.5M | 34k | 164.90 |
| 2022-12-31 | $4.4M | 34k | 129.93 |
| 2022-09-30 | $4.5M | 33k | 138.20 |
| 2022-06-30 | $4.6M | 33k | 136.71 |
| 2022-03-31 | $5.6M | 32k | 174.61 |
| 2021-12-31 | $6.1M | 34k | 177.56 |
| 2021-09-30 | $5.0M | 34k | 149.80 |
| 2021-06-30 | $4.7M | 34k | 136.95 |
| 2021-03-31 | $4.1M | 34k | 122.15 |
| 2020-12-31 | $4.4M | 33k | 132.68 |
| 2018-09-30 | $3.3M | 14k | 225.72 |
| 2018-06-30 | $2.8M | 15k | 185.13 |
| 2018-03-31 | $2.5M | 15k | 167.79 |
| 2017-12-31 | $2.3M | 13k | 175.31 |