Apple shares owned by Wealth Management Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 58k | 233.00 |
| 2024-06-30 | $8.7M | 41k | 210.62 |
| 2024-03-31 | $7.3M | 43k | 171.48 |
| 2023-12-31 | $12M | 64k | 192.53 |
| 2023-09-30 | $11M | 65k | 171.21 |
| 2023-06-30 | $13M | 66k | 193.97 |
| 2023-03-31 | $12M | 72k | 164.90 |
| 2022-12-31 | $6.8M | 52k | 129.94 |
| 2022-09-30 | $7.5M | 54k | 138.20 |
| 2022-06-30 | $7.6M | 55k | 136.71 |
| 2022-03-31 | $9.7M | 56k | 174.60 |
| 2021-12-31 | $10M | 58k | 177.57 |
| 2021-09-30 | $7.7M | 55k | 141.51 |
| 2021-06-30 | $7.5M | 55k | 136.95 |
| 2021-03-31 | $6.8M | 56k | 122.15 |
| 2020-12-31 | $8.3M | 63k | 132.68 |
| 2020-09-30 | $7.4M | 64k | 115.82 |
| 2020-06-30 | $11M | 31k | 364.80 |
| 2020-03-31 | $7.8M | 31k | 254.31 |
| 2019-12-31 | $11M | 38k | 293.66 |
| 2019-09-30 | $8.4M | 38k | 223.99 |
| 2019-06-30 | $5.5M | 28k | 197.90 |
| 2019-03-31 | $5.3M | 28k | 189.97 |
| 2018-12-31 | $4.7M | 30k | 157.76 |
| 2018-09-30 | $13M | 57k | 225.73 |
| 2018-06-30 | $11M | 59k | 185.11 |
| 2018-03-31 | $10M | 61k | 167.77 |
| 2017-12-31 | $10M | 61k | 169.23 |
| 2017-09-30 | $9.1M | 59k | 154.12 |
| 2017-06-30 | $9.5M | 66k | 144.02 |
| 2017-03-31 | $9.7M | 68k | 143.66 |
| 2016-12-31 | $8.0M | 69k | 115.82 |
| 2016-09-30 | $7.8M | 69k | 113.04 |
| 2016-06-30 | $6.6M | 70k | 95.60 |
| 2016-03-31 | $8.2M | 75k | 108.99 |
| 2015-12-31 | $7.6M | 72k | 105.26 |
| 2015-09-30 | $9.9M | 90k | 110.29 |
| 2015-06-30 | $11M | 90k | 125.42 |
| 2015-03-31 | $11M | 84k | 124.44 |
| 2014-12-31 | $9.6M | 87k | 110.37 |
| 2014-09-30 | $8.5M | 85k | 100.74 |
| 2014-06-30 | $10M | 112k | 92.93 |
| 2014-03-31 | $8.7M | 16k | 536.76 |
| 2013-12-31 | $9.2M | 16k | 561.02 |
| 2013-09-30 | $8.7M | 18k | 476.73 |
| 2013-06-30 | $6.0M | 15k | 396.51 |
| 2013-03-31 | $6.2M | 14k | 442.64 |
| 2012-12-31 | $5.1M | 9.6k | 532.23 |
| 2012-09-30 | $2.4M | 3.7k | 667.09 |
| 2012-06-30 | $2.1M | 3.6k | 583.92 |
| 2012-03-31 | $1.8M | 3.0k | 599.59 |
| 2011-12-31 | $1.4M | 3.5k | 404.84 |
| 2011-09-30 | $1.4M | 3.7k | 381.17 |
| 2011-06-30 | $1.3M | 3.8k | 335.54 |
| 2011-03-31 | $1.5M | 4.2k | 348.35 |