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Apple shares owned by Warner Financial

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Warner Financial from 13F filings

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

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Quarterly 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