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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

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Quarterly reported holdings in Apple by West Branch Capital

Quarter filed Position value Share count Share price at filing
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