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Apple shares owned by West Chester Capital Advisors

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

Historical chart of West Chester Capital Advisors investment in Apple

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

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Quarterly reported holdings in Apple by West Chester Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.2M 13k 171.21
2023-06-30 $2.6M 13k 193.97
2023-03-31 $2.2M 13k 164.90
2022-12-31 $1.8M 14k 129.93
2022-09-30 $2.0M 15k 138.21
2022-06-30 $2.0M 15k 136.69
2022-03-31 $6.7M 38k 174.60
2021-12-31 $6.9M 39k 177.57
2021-09-30 $5.5M 39k 141.49
2021-06-30 $5.5M 40k 136.97
2021-03-31 $5.7M 47k 122.14
2020-12-31 $6.1M 46k 132.70
2019-09-30 $1.7M 7.6k 223.92
2019-06-30 $1.5M 7.6k 197.89
2019-03-31 $1.6M 8.6k 189.98
2018-12-31 $1.4M 8.6k 157.72
2018-09-30 $3.6M 16k 225.73
2018-06-30 $2.9M 16k 185.08
2018-03-31 $2.6M 16k 167.80
2017-12-31 $2.6M 15k 171.86
2017-03-31 $2.3M 16k 143.71
2016-12-31 $1.6M 14k 115.85
2016-09-30 $738k 6.5k 113.05
2015-12-31 $3.3M 32k 105.29
2015-09-30 $3.9M 35k 110.31
2015-06-30 $4.4M 35k 125.40
2015-03-31 $4.4M 35k 124.43
2014-12-31 $3.9M 36k 110.27
2014-09-30 $3.5M 34k 100.76
2014-06-30 $3.1M 34k 92.93
2014-03-31 $2.5M 4.7k 536.81
2013-12-31 $4.5M 8.1k 561.02
2013-09-30 $4.0M 8.3k 476.83
2013-06-30 $3.3M 8.4k 396.60
2013-03-31 $3.7M 8.3k 442.64
2012-12-31 $4.4M 8.3k 532.13

More positions owned by West Chester Capital Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Live Oak Bancshares (LOB)
Apple (AAPL)
AmeriServ Financial (ASRV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Floatng Rat Trea (USFR)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Eli Lilly & Co. (LLY)
Ishares Tr Ishs 1-5yr Invs (IGSB)
BP Sponsored Adr (BP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Visa Com Cl A (V)

View all positions for West Chester Capital Advisors

Top funds holding Apple

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple