Apple shares owned by Fiduciary Planning
Historical chart of Fiduciary Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Fiduciary Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Fiduciary Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 12k | 254.62 |
| 2025-06-30 | $2.6M | 13k | 205.18 |
| 2025-03-31 | $3.4M | 15k | 222.13 |
| 2024-12-31 | $3.6M | 15k | 250.42 |
| 2024-09-30 | $3.3M | 14k | 232.99 |
| 2024-06-30 | $2.6M | 13k | 210.63 |
| 2024-03-31 | $2.2M | 13k | 171.48 |
| 2023-12-31 | $2.2M | 11k | 192.54 |
| 2023-09-30 | $1.6M | 9.6k | 171.20 |
| 2023-06-30 | $1.8M | 9.1k | 193.98 |
| 2023-03-31 | $1.5M | 9.4k | 164.90 |
| 2022-12-31 | $1.4M | 11k | 129.95 |
| 2022-09-30 | $1.2M | 8.6k | 138.21 |
| 2022-06-30 | $1.2M | 8.8k | 136.75 |
| 2022-03-31 | $1.6M | 9.0k | 174.55 |
| 2021-12-31 | $1.9M | 11k | 177.56 |
| 2021-09-30 | $4.3M | 30k | 141.49 |
| 2021-06-30 | $3.4M | 25k | 136.96 |
| 2021-03-31 | $4.3M | 33k | 132.69 |
| 2020-12-31 | $4.3M | 33k | 132.69 |
| 2020-09-30 | $3.7M | 32k | 115.82 |
| 2020-06-30 | $2.3M | 5.4k | 424.97 |
| 2020-03-31 | $2.4M | 9.5k | 254.24 |
| 2019-12-31 | $2.8M | 8.8k | 317.66 |