Apple shares owned by Wealth Management Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Wealth Management Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 52k | 254.63 |
| 2025-06-30 | $11M | 53k | 209.95 |
| 2025-03-31 | $12M | 53k | 222.13 |
| 2024-12-31 | $14M | 54k | 250.42 |
| 2024-09-30 | $13M | 55k | 233.00 |
| 2024-06-30 | $12M | 56k | 210.62 |
| 2024-03-31 | $9.7M | 57k | 171.48 |
| 2023-12-31 | $11M | 59k | 192.53 |
| 2023-09-30 | $10M | 60k | 171.21 |
| 2023-06-30 | $12M | 61k | 193.97 |
| 2023-03-31 | $9.7M | 59k | 164.90 |
| 2022-12-31 | $7.5M | 58k | 130.12 |
| 2022-09-30 | $8.2M | 60k | 136.33 |
| 2022-06-30 | $8.2M | 60k | 136.25 |
| 2022-03-31 | $11M | 61k | 173.57 |
| 2021-12-31 | $11M | 61k | 176.72 |
| 2021-09-30 | $8.7M | 62k | 141.50 |
| 2021-06-30 | $8.6M | 63k | 136.95 |
| 2021-03-31 | $8.0M | 62k | 127.91 |
| 2020-12-31 | $8.8M | 61k | 143.15 |
More positions owned by Wealth Management Partners
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