Apple shares owned by FSM Wealth Advisors
Historical chart of FSM Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 74k | 254.63 |
| 2025-06-30 | $15M | 72k | 209.95 |
| 2025-03-31 | $10M | 46k | 222.13 |
| 2024-12-31 | $9.2M | 40k | 228.26 |
| 2024-09-30 | $9.3M | 40k | 233.00 |
| 2024-06-30 | $8.1M | 38k | 210.62 |
| 2024-03-31 | $6.5M | 38k | 171.48 |
| 2023-12-31 | $7.2M | 37k | 192.53 |
| 2023-09-30 | $6.4M | 37k | 171.21 |
| 2023-06-30 | $7.4M | 40k | 188.08 |
| 2023-03-31 | $6.6M | 40k | 164.90 |
| 2022-12-31 | $4.7M | 36k | 129.93 |
| 2022-09-30 | $4.8M | 35k | 138.20 |
| 2022-06-30 | $4.3M | 26k | 164.85 |