Apple shares owned by Capital & Planning
Historical chart of Capital & Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Capital & Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Capital & Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 26k | 254.63 |
| 2025-06-30 | $4.9M | 24k | 205.17 |
| 2025-03-31 | $5.1M | 23k | 222.13 |
| 2024-12-31 | $5.5M | 22k | 250.43 |