West Branch Capital »

Apple shares owned by West Branch Capital

Quarter-by-quarter ownership of Apple (AAPL) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by West Branch Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $36M 153k 233.00
2024-06-30 $32M 152k 210.62
2024-03-31 $26M 154k 171.48
2023-12-31 $27M 142k 192.53
2023-09-30 $24M 138k 171.21
2023-06-30 $27M 140k 193.97
2023-03-31 $23M 140k 164.90
2022-12-31 $18M 137k 129.93
2022-09-30 $19M 137k 138.20
2022-06-30 $19M 137k 136.72
2022-03-31 $25M 140k 174.61
2021-12-31 $26M 149k 177.57
2021-09-30 $21M 148k 141.50
2021-06-30 $20M 149k 136.96
2021-03-31 $18M 148k 122.15
2020-12-31 $20M 150k 132.69
2020-09-30 $18M 153k 115.81
2020-06-30 $14M 39k 364.81
2020-03-31 $9.8M 39k 254.29
2019-12-31 $12M 39k 293.64
2019-09-30 $9.1M 41k 223.96
2019-06-30 $8.2M 41k 197.92
2019-03-31 $7.9M 42k 189.95
2018-12-31 $6.3M 40k 157.75
2018-09-30 $9.7M 43k 225.73
2018-06-30 $8.1M 44k 185.11
2018-03-31 $5.9M 35k 167.79