Apple shares owned by Weatherly Asset Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Weatherly Asset Management
from 13F filings
Historical chart of Weatherly Asset Management investment in Apple
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Quarterly reported holdings in Apple by Weatherly Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $85M | 336k | 254.63 |
| 2025-06-30 | $71M | 347k | 205.17 |
| 2025-03-31 | $79M | 353k | 222.13 |
| 2024-12-31 | $90M | 359k | 250.42 |
| 2024-09-30 | $85M | 366k | 233.00 |
| 2024-06-30 | $78M | 372k | 210.62 |
| 2024-03-31 | $64M | 374k | 171.48 |
| 2023-12-31 | $74M | 382k | 192.53 |
| 2023-09-30 | $68M | 394k | 171.21 |
| 2023-06-30 | $79M | 405k | 193.97 |
| 2023-03-31 | $70M | 422k | 164.90 |
| 2022-12-31 | $56M | 428k | 129.93 |
| 2022-09-30 | $61M | 439k | 138.20 |
| 2022-06-30 | $61M | 445k | 136.72 |
| 2022-03-31 | $79M | 453k | 174.61 |
| 2021-12-31 | $81M | 458k | 177.57 |
| 2021-09-30 | $66M | 463k | 141.50 |
| 2021-06-30 | $64M | 470k | 136.96 |
| 2021-03-31 | $58M | 477k | 122.15 |
| 2020-12-31 | $64M | 479k | 132.69 |
| 2020-09-30 | $58M | 498k | 115.81 |
| 2020-06-30 | $47M | 129k | 364.80 |
| 2020-03-31 | $33M | 131k | 254.29 |
| 2019-12-31 | $39M | 133k | 293.65 |
| 2019-09-30 | $30M | 135k | 223.97 |
| 2019-06-30 | $28M | 142k | 197.92 |
| 2019-03-31 | $27M | 144k | 189.95 |
| 2018-12-31 | $23M | 145k | 157.74 |
| 2018-09-30 | $33M | 145k | 225.74 |
| 2018-06-30 | $27M | 144k | 185.11 |
| 2018-03-31 | $24M | 143k | 167.78 |
| 2017-12-31 | $24M | 143k | 169.23 |
| 2017-09-30 | $22M | 140k | 154.12 |
| 2017-06-30 | $21M | 146k | 144.02 |
| 2017-03-31 | $21M | 144k | 143.66 |
| 2016-12-31 | $17M | 144k | 115.82 |
| 2016-09-30 | $17M | 146k | 113.05 |
| 2016-06-30 | $6.2M | 198k | 31.48 |
| 2016-03-31 | $17M | 156k | 108.99 |
| 2015-12-31 | $16M | 156k | 105.26 |
More positions owned by Weatherly Asset Management
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