Apple shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in Apple
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Quarterly reported holdings in Apple by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $70M | 274k | 254.63 |
| 2025-06-30 | $55M | 270k | 205.17 |
| 2025-03-31 | $61M | 273k | 222.13 |
| 2024-12-31 | $60M | 238k | 250.42 |
| 2024-09-30 | $63M | 269k | 233.00 |
| 2024-06-30 | $57M | 268k | 210.62 |
| 2024-03-31 | $46M | 269k | 171.48 |
| 2023-12-31 | $51M | 264k | 192.53 |
| 2023-09-30 | $44M | 259k | 171.21 |
| 2023-06-30 | $50M | 259k | 193.97 |
| 2023-03-31 | $42M | 257k | 164.90 |
| 2022-12-31 | $33M | 255k | 129.93 |
| 2022-09-30 | $35M | 254k | 138.20 |
| 2022-06-30 | $35M | 254k | 136.72 |
| 2022-03-31 | $44M | 253k | 174.61 |
| 2021-12-31 | $45M | 254k | 177.57 |
| 2021-09-30 | $36M | 251k | 141.50 |
| 2021-06-30 | $34M | 250k | 136.96 |
| 2021-03-31 | $30M | 246k | 122.15 |
| 2020-12-31 | $27M | 205k | 132.69 |