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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
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple