Apple shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 51k | 254.63 |
| 2025-06-30 | $11M | 52k | 205.17 |
| 2025-03-31 | $12M | 53k | 222.13 |
| 2024-12-31 | $13M | 53k | 250.42 |
| 2024-09-30 | $13M | 54k | 233.00 |
| 2024-06-30 | $11M | 54k | 210.62 |
| 2024-03-31 | $9.2M | 54k | 171.48 |
| 2023-12-31 | $10M | 54k | 192.53 |
| 2023-09-30 | $9.3M | 54k | 171.21 |
| 2023-06-30 | $13M | 66k | 193.97 |
| 2023-03-31 | $11M | 67k | 164.90 |
| 2022-12-31 | $8.6M | 66k | 129.93 |
| 2022-09-30 | $8.9M | 64k | 138.20 |
| 2022-06-30 | $8.6M | 63k | 136.72 |
| 2022-03-31 | $12M | 68k | 174.61 |
| 2021-12-31 | $13M | 75k | 177.57 |
| 2021-09-30 | $11M | 75k | 141.51 |
| 2021-06-30 | $11M | 77k | 136.96 |
| 2021-03-31 | $9.1M | 74k | 122.15 |
| 2020-12-31 | $8.8M | 67k | 132.68 |
| 2020-09-30 | $7.4M | 64k | 115.80 |
| 2020-06-30 | $6.6M | 18k | 364.75 |
| 2020-03-31 | $4.8M | 19k | 254.28 |
| 2019-12-31 | $5.0M | 17k | 293.61 |
| 2019-09-30 | $3.7M | 17k | 223.94 |
| 2019-06-30 | $3.4M | 17k | 197.92 |
| 2019-03-31 | $4.0M | 21k | 189.94 |
| 2018-12-31 | $3.6M | 23k | 157.72 |
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