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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

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Quarterly reported holdings in Apple by Wealth Management Partners

Quarter filed Position value Share count Share price at filing
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 $8.6M 63k 136.95
2021-06-30 $8.6M 63k 136.95
2021-03-31 $8.0M 62k 127.91
2020-12-31 $8.8M 61k 143.15