Apple shares owned by Wealthtrust Axiom
Historical chart of Wealthtrust Axiom investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Wealthtrust Axiom consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 79k | 254.63 |
| 2025-06-30 | $16M | 79k | 205.17 |
| 2025-03-31 | $18M | 79k | 222.13 |
| 2024-12-31 | $20M | 80k | 250.42 |
| 2024-09-30 | $19M | 81k | 233.00 |
| 2024-06-30 | $16M | 77k | 210.62 |
| 2024-03-31 | $13M | 77k | 171.48 |
| 2023-12-31 | $16M | 83k | 192.53 |
| 2023-09-30 | $12M | 68k | 171.21 |
| 2023-06-30 | $18M | 93k | 193.97 |
| 2023-03-31 | $15M | 93k | 164.90 |
| 2022-12-31 | $12M | 92k | 129.93 |
| 2022-09-30 | $13M | 92k | 138.19 |
| 2022-06-30 | $13M | 92k | 136.72 |
| 2022-03-31 | $16M | 92k | 174.60 |
| 2021-12-31 | $16M | 92k | 177.56 |
| 2021-09-30 | $13M | 93k | 141.49 |
| 2021-06-30 | $13M | 94k | 136.95 |
| 2021-03-31 | $12M | 94k | 122.14 |
| 2020-12-31 | $13M | 94k | 132.69 |
| 2020-09-30 | $11M | 97k | 115.80 |
| 2020-06-30 | $9.1M | 25k | 364.79 |
| 2020-03-31 | $6.6M | 26k | 254.26 |
| 2019-12-31 | $8.0M | 27k | 293.63 |
| 2019-09-30 | $6.3M | 28k | 223.95 |
| 2019-06-30 | $5.6M | 28k | 197.92 |
| 2019-03-31 | $5.7M | 30k | 189.93 |
| 2018-12-31 | $4.7M | 30k | 157.72 |
| 2018-09-30 | $7.0M | 31k | 225.72 |
| 2018-06-30 | $5.7M | 31k | 185.11 |
| 2018-03-31 | $5.3M | 32k | 167.75 |
| 2017-12-31 | $3.2M | 19k | 169.20 |
| 2017-09-30 | $2.9M | 19k | 154.10 |
| 2017-06-30 | $2.8M | 19k | 144.02 |
| 2017-03-31 | $2.9M | 20k | 143.65 |
| 2016-12-31 | $2.3M | 20k | 115.77 |
| 2016-09-30 | $2.3M | 20k | 113.03 |
| 2016-06-30 | $2.0M | 21k | 95.60 |
| 2016-03-31 | $2.7M | 25k | 108.98 |
| 2015-12-31 | $2.5M | 24k | 105.23 |
| 2015-09-30 | $2.6M | 24k | 110.26 |
| 2015-06-30 | $2.9M | 23k | 125.40 |
| 2015-03-31 | $2.8M | 23k | 124.43 |
| 2014-12-31 | $2.5M | 23k | 110.35 |
| 2014-09-30 | $2.3M | 23k | 100.75 |
| 2014-06-30 | $2.2M | 23k | 92.89 |
| 2014-03-31 | $1.9M | 3.5k | 536.65 |
| 2013-12-31 | $1.8M | 3.2k | 560.89 |
| 2013-09-30 | $1.5M | 3.1k | 476.52 |
| 2013-06-30 | $1.2M | 3.1k | 396.50 |
| 2012-06-30 | $1.9M | 3.3k | 592.27 |
| 2012-03-31 | $1.8M | 3.0k | 599.26 |
| 2011-12-31 | $1.2M | 2.9k | 404.94 |
| 2011-09-30 | $1.1M | 3.0k | 381.24 |
| 2011-06-30 | $954k | 2.8k | 335.33 |
| 2011-03-31 | $1.1M | 3.2k | 348.36 |
| 2010-12-31 | $1.0M | 3.1k | 322.44 |