Apple shares owned by Welch & Forbes
Historical chart of Welch & Forbes investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Welch & Forbes consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $439M | 1.7M | 254.63 |
| 2025-06-30 | $356M | 1.7M | 205.17 |
| 2025-03-31 | $387M | 1.7M | 222.13 |
| 2024-12-31 | $440M | 1.8M | 250.42 |
| 2024-09-30 | $413M | 1.8M | 233.00 |
| 2024-06-30 | $403M | 1.8M | 225.25 |
| 2024-03-31 | $306M | 1.8M | 171.48 |
| 2023-12-31 | $343M | 1.8M | 192.53 |
| 2023-09-30 | $306M | 1.8M | 171.21 |
| 2023-06-30 | $349M | 1.8M | 193.97 |
| 2023-03-31 | $302M | 1.8M | 164.90 |
| 2022-12-31 | $240M | 1.8M | 129.93 |
| 2022-09-30 | $256M | 1.9M | 137.78 |
| 2022-06-30 | $252M | 1.8M | 136.67 |
| 2022-03-31 | $322M | 1.8M | 174.61 |
| 2021-12-31 | $328M | 1.8M | 177.57 |
| 2021-09-30 | $264M | 1.9M | 141.50 |
| 2021-06-30 | $257M | 1.9M | 136.96 |
| 2021-03-31 | $227M | 1.9M | 122.15 |
| 2020-12-31 | $248M | 1.9M | 132.65 |
| 2020-09-30 | $222M | 1.9M | 115.81 |
| 2020-06-30 | $185M | 507k | 364.80 |
| 2020-03-31 | $132M | 520k | 254.29 |
| 2019-12-31 | $158M | 537k | 294.12 |
| 2019-09-30 | $122M | 547k | 223.53 |
| 2019-06-30 | $110M | 551k | 200.00 |
| 2019-03-31 | $106M | 562k | 188.24 |
| 2018-12-31 | $91M | 570k | 158.82 |
| 2018-09-30 | $132M | 589k | 223.53 |
| 2018-06-30 | $109M | 595k | 182.35 |
| 2018-03-31 | $99M | 600k | 164.71 |
| 2017-12-31 | $100M | 593k | 169.23 |
| 2017-09-30 | $92M | 598k | 154.12 |
| 2017-06-30 | $86M | 596k | 144.02 |
| 2017-03-31 | $86M | 596k | 143.66 |
| 2016-12-31 | $69M | 599k | 115.82 |
| 2016-06-30 | $57M | 600k | 95.60 |
| 2016-03-31 | $66M | 605k | 108.99 |
| 2015-12-31 | $64M | 608k | 105.00 |
| 2015-09-30 | $66M | 596k | 110.00 |
| 2015-06-30 | $73M | 584k | 125.00 |
| 2015-03-31 | $72M | 579k | 124.43 |
| 2014-12-31 | $65M | 590k | 110.38 |
| 2014-09-30 | $59M | 588k | 100.75 |
| 2014-06-30 | $54M | 586k | 92.93 |
| 2014-03-31 | $45M | 83k | 536.73 |
| 2013-12-31 | $47M | 83k | 561.02 |
| 2013-09-30 | $39M | 82k | 476.76 |
| 2013-06-30 | $32M | 80k | 396.53 |
| 2013-03-31 | $34M | 76k | 442.66 |
| 2012-12-31 | $37M | 70k | 532.19 |
| 2012-09-30 | $39M | 58k | 667.10 |
| 2012-06-30 | $35M | 59k | 584.00 |
| 2012-03-31 | $34M | 57k | 599.50 |
| 2011-12-31 | $23M | 57k | 405.00 |
| 2011-09-30 | $20M | 52k | 381.50 |
| 2011-06-30 | $17M | 51k | 335.50 |
| 2011-03-31 | $9.6M | 27k | 348.55 |