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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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All positions including Apple held by Weatherly Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Weatherly Asset Management

Quarter filed Position value Share count Share price at filing
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