Apple shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Apple
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All positions including Apple held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $162M | 638k | 254.63 |
| 2025-06-30 | $134M | 653k | 205.17 |
| 2024-12-31 | $166M | 662k | 250.41 |
| 2024-09-30 | $165M | 707k | 233.00 |
| 2024-06-30 | $151M | 717k | 210.62 |
| 2024-03-31 | $125M | 729k | 171.48 |
| 2023-12-31 | $143M | 742k | 192.53 |
| 2023-09-30 | $142M | 829k | 171.21 |
| 2023-06-30 | $160M | 824k | 193.97 |
| 2023-03-31 | $137M | 833k | 164.90 |
| 2022-12-31 | $106M | 818k | 129.93 |
| 2022-09-30 | $114M | 826k | 138.20 |
| 2022-06-30 | $113M | 828k | 136.50 |
| 2022-03-31 | $145M | 828k | 174.62 |
| 2021-12-31 | $120M | 676k | 177.54 |
| 2021-09-30 | $95M | 672k | 141.49 |
| 2021-06-30 | $92M | 671k | 136.67 |
| 2021-03-31 | $65M | 533k | 122.14 |
| 2020-12-31 | $91M | 687k | 132.69 |
| 2020-09-30 | $80M | 694k | 116.00 |
| 2020-06-30 | $59M | 161k | 364.80 |
| 2020-03-31 | $41M | 159k | 254.29 |
| 2019-12-31 | $45M | 153k | 293.64 |
| 2019-09-30 | $35M | 156k | 223.97 |
| 2019-06-30 | $31M | 155k | 197.90 |
| 2019-03-31 | $28M | 149k | 189.96 |
| 2018-12-31 | $23M | 148k | 157.74 |
| 2018-09-30 | $34M | 150k | 225.73 |
| 2018-06-30 | $28M | 150k | 185.10 |
| 2018-03-31 | $25M | 150k | 167.77 |
| 2017-12-31 | $25M | 149k | 169.23 |
| 2017-09-30 | $24M | 158k | 154.12 |
| 2017-06-30 | $22M | 155k | 144.02 |
| 2017-03-31 | $21M | 148k | 143.66 |
| 2016-12-31 | $17M | 142k | 115.82 |
| 2016-09-30 | $16M | 142k | 113.05 |
| 2016-06-30 | $13M | 138k | 95.60 |
| 2016-03-31 | $14M | 132k | 108.99 |
| 2015-12-31 | $14M | 129k | 105.26 |
| 2015-09-30 | $15M | 132k | 110.30 |
| 2015-06-30 | $16M | 128k | 125.44 |
| 2015-03-31 | $16M | 125k | 124.42 |
| 2014-12-31 | $13M | 121k | 110.38 |
| 2014-09-30 | $12M | 121k | 100.75 |
| 2014-06-30 | $11M | 116k | 92.93 |
| 2014-03-31 | $8.7M | 16k | 536.70 |
| 2013-12-31 | $9.3M | 17k | 561.10 |
| 2013-09-30 | $7.6M | 16k | 476.79 |
| 2013-06-30 | $5.9M | 15k | 396.52 |
| 2013-03-31 | $6.5M | 15k | 442.67 |
| 2012-12-31 | $11M | 21k | 532.11 |
| 2012-09-30 | $10M | 16k | 667.14 |
| 2012-06-30 | $8.8M | 15k | 584.12 |
| 2012-03-31 | $8.7M | 15k | 599.54 |
| 2011-12-31 | $5.4M | 13k | 404.86 |
| 2011-09-30 | $5.1M | 14k | 381.43 |
| 2011-06-30 | $4.3M | 13k | 335.70 |
| 2011-03-31 | $4.5M | 13k | 348.54 |