Apple shares owned by Wealth Management Associates
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Wealth Management Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 63k | 254.63 |
| 2025-06-30 | $13M | 65k | 205.17 |
| 2025-03-31 | $15M | 66k | 222.13 |
| 2024-12-31 | $17M | 66k | 250.42 |
| 2024-09-30 | $15M | 66k | 233.00 |
| 2024-06-30 | $16M | 76k | 210.62 |
| 2024-03-31 | $16M | 76k | 210.62 |
| 2023-12-31 | $15M | 78k | 192.53 |
| 2023-09-30 | $14M | 79k | 171.21 |
| 2023-06-30 | $15M | 78k | 193.97 |
| 2023-03-31 | $13M | 80k | 164.90 |
| 2022-12-31 | $11M | 82k | 129.93 |
| 2022-09-30 | $11M | 82k | 138.20 |
| 2022-06-30 | $11M | 81k | 136.72 |
| 2022-03-31 | $14M | 81k | 174.61 |
| 2021-12-31 | $15M | 83k | 177.57 |
| 2021-09-30 | $13M | 90k | 141.50 |
| 2021-06-30 | $12M | 91k | 136.96 |
| 2021-03-31 | $11M | 91k | 122.15 |
| 2020-12-31 | $12M | 90k | 132.69 |
| 2020-09-30 | $10M | 90k | 115.81 |
| 2020-06-30 | $9.0M | 25k | 364.80 |
| 2020-03-31 | $5.9M | 23k | 254.29 |
| 2019-12-31 | $7.0M | 24k | 293.65 |
| 2019-09-30 | $5.4M | 24k | 223.97 |
| 2019-06-30 | $4.4M | 22k | 197.92 |
| 2019-03-31 | $4.1M | 22k | 189.95 |
| 2018-12-31 | $3.4M | 22k | 157.74 |
More positions owned by Wealth Management Associates
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