Falcon Wealth Planning »

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

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
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