Apple shares owned by Wellington Shields & Co
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wellington Shields & Co
from 13F filings
Historical chart of Wellington Shields & Co investment in Apple
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All positions including Apple held by Wellington Shields & Co consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Wellington Shields & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $27M | 110k | 250.42 |
| 2024-09-30 | $26M | 111k | 233.00 |
| 2024-06-30 | $23M | 111k | 210.62 |
| 2024-03-31 | $18M | 107k | 171.48 |
| 2023-12-31 | $21M | 108k | 192.53 |
| 2023-09-30 | $19M | 110k | 171.21 |
| 2023-06-30 | $22M | 111k | 193.97 |
| 2023-03-31 | $18M | 111k | 164.90 |
| 2022-12-31 | $14M | 108k | 129.93 |
| 2022-09-30 | $15M | 111k | 138.20 |
| 2022-06-30 | $15M | 112k | 136.72 |
| 2022-03-31 | $19M | 109k | 174.61 |
| 2021-12-31 | $19M | 106k | 177.57 |
| 2021-09-30 | $14M | 98k | 141.50 |
| 2021-06-30 | $14M | 100k | 136.96 |
| 2021-03-31 | $12M | 94k | 122.15 |
| 2020-12-31 | $12M | 90k | 132.70 |
| 2020-09-30 | $11M | 90k | 115.81 |
| 2020-06-30 | $7.8M | 22k | 364.79 |
| 2020-03-31 | $5.4M | 21k | 254.29 |
| 2019-12-31 | $5.6M | 19k | 293.68 |
| 2019-09-30 | $1.6M | 7.1k | 223.97 |
| 2019-06-30 | $3.4M | 17k | 197.93 |
| 2019-03-31 | $3.3M | 17k | 189.96 |
| 2018-12-31 | $2.6M | 17k | 157.72 |
| 2018-09-30 | $3.5M | 16k | 225.75 |
| 2018-06-30 | $2.9M | 16k | 185.11 |
| 2018-03-31 | $2.7M | 16k | 167.80 |
| 2017-12-31 | $2.7M | 16k | 169.24 |
| 2017-09-30 | $2.4M | 16k | 154.09 |
| 2017-06-30 | $2.3M | 16k | 144.03 |
| 2017-03-31 | $2.4M | 17k | 143.68 |
| 2016-12-31 | $1.9M | 17k | 115.83 |
| 2016-09-30 | $1.3M | 11k | 113.05 |
| 2016-06-30 | $1.1M | 11k | 95.56 |
| 2016-03-31 | $1.2M | 11k | 108.99 |
| 2015-12-31 | $1.2M | 11k | 105.22 |
| 2015-09-30 | $1.2M | 11k | 110.32 |
| 2015-06-30 | $1.2M | 9.9k | 125.43 |
| 2015-03-31 | $1.2M | 9.4k | 124.44 |
| 2014-12-31 | $1.1M | 10k | 110.35 |
| 2014-09-30 | $699k | 6.9k | 100.71 |
| 2014-06-30 | $607k | 6.5k | 92.87 |
| 2014-03-31 | $501k | 933 | 536.98 |
| 2013-12-31 | $7.2M | 13k | 560.99 |
| 2013-09-30 | $322k | 675 | 477.04 |