Warren Averett Asset Management »

Apple shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Apple

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All positions including Apple held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $47M 246k 192.53
2023-09-30 $41M 241k 171.21
2023-06-30 $41M 212k 193.97
2023-03-31 $29M 177k 164.90
2022-12-31 $19M 145k 129.93
2022-09-30 $19M 136k 138.20
2022-06-30 $15M 112k 136.69
2022-03-31 $16M 92k 174.22
2021-12-31 $15M 92k 168.67
2021-09-30 $14M 92k 148.57
2021-06-30 $13M 89k 148.57
2021-03-31 $11M 85k 127.31
2020-12-31 $11M 82k 135.12
2020-09-30 $8.9M 82k 108.86
2020-06-30 $9.0M 20k 460.03
2020-03-31 $5.5M 22k 254.29
2019-12-31 $6.8M 21k 325.18
2019-09-30 $4.7M 21k 223.98
2019-06-30 $4.3M 22k 197.93
2019-03-31 $3.9M 21k 189.95
2018-06-30 $7.3M 39k 185.10
2018-03-31 $6.5M 39k 167.79
2017-12-31 $8.2M 49k 169.23
2017-09-30 $4.5M 29k 154.13
2017-06-30 $4.4M 30k 144.03
2017-03-31 $3.8M 27k 143.68
2016-12-31 $1.5M 13k 115.85
2015-09-30 $281k 2.6k 110.20
2015-06-30 $254k 2.0k 125.62
2015-03-31 $281k 2.3k 124.34
2014-12-31 $265k 2.4k 110.23
2014-09-30 $199k 2.0k 100.86
2014-06-30 $229k 2.5k 92.86
2014-03-31 $403k 751 536.62
2013-12-31 $1.0M 1.8k 561.24
2013-09-30 $1.1M 2.4k 476.51
2013-06-30 $630k 1.6k 396.23
2013-03-31 $753k 1.7k 442.42

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)

View all positions for Warren Averett Asset Management

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple