Apple shares owned by Warner Financial
Historical chart of Warner Financial investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Warner Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Warner Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 12k | 254.63 |
| 2025-06-30 | $2.4M | 12k | 205.17 |
| 2025-03-31 | $3.4M | 15k | 222.12 |
| 2024-12-31 | $3.9M | 16k | 250.40 |
| 2024-09-30 | $3.1M | 13k | 233.01 |
| 2024-06-30 | $2.8M | 13k | 210.61 |
| 2024-03-31 | $2.3M | 13k | 171.48 |
| 2023-12-31 | $2.5M | 13k | 192.55 |
| 2023-09-30 | $2.2M | 13k | 171.25 |
| 2023-06-30 | $2.5M | 13k | 193.96 |
| 2023-03-31 | $2.1M | 13k | 164.87 |
| 2022-12-31 | $1.7M | 13k | 129.94 |
| 2022-09-30 | $1.8M | 13k | 138.22 |
| 2022-06-30 | $780k | 5.7k | 136.79 |
| 2022-03-31 | $996k | 5.6k | 178.27 |
| 2021-12-31 | $950k | 5.3k | 177.60 |