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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

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All positions including Apple held by Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Wagner Wealth Management

Quarter filed Position value Share count Share price at filing
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