Apple shares owned by HCR Wealth Advisors
Historical chart of HCR Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $138M | 537k | 257.13 |
| 2025-06-30 | $109M | 529k | 205.17 |
| 2025-03-31 | $117M | 528k | 222.13 |
| 2024-12-31 | $133M | 530k | 250.42 |
| 2024-09-30 | $124M | 531k | 233.00 |
| 2024-06-30 | $111M | 528k | 210.62 |
| 2024-03-31 | $93M | 539k | 171.48 |
| 2023-12-31 | $105M | 544k | 192.53 |
| 2023-09-30 | $86M | 500k | 171.21 |
| 2023-06-30 | $108M | 558k | 193.97 |
| 2023-03-31 | $94M | 568k | 164.90 |
| 2022-12-31 | $74M | 570k | 129.93 |
| 2022-09-30 | $80M | 580k | 138.20 |
| 2022-06-30 | $81M | 592k | 136.72 |
| 2022-03-31 | $105M | 599k | 174.61 |
| 2021-12-31 | $106M | 597k | 177.57 |
| 2021-09-30 | $86M | 605k | 141.50 |
| 2021-06-30 | $82M | 596k | 136.96 |
| 2021-03-31 | $73M | 597k | 122.15 |
| 2020-12-31 | $92M | 695k | 132.69 |
| 2020-09-30 | $80M | 691k | 115.86 |
| 2020-06-30 | $87M | 238k | 364.20 |
| 2020-03-31 | $59M | 232k | 254.29 |
| 2019-12-31 | $69M | 236k | 293.65 |
| 2019-09-30 | $39M | 174k | 223.97 |
| 2019-06-30 | $47M | 239k | 197.92 |
| 2019-03-31 | $40M | 212k | 189.84 |
| 2018-12-31 | $30M | 188k | 157.74 |
| 2018-09-30 | $42M | 188k | 223.20 |
| 2018-06-30 | $36M | 190k | 188.81 |
| 2018-03-31 | $31M | 186k | 167.78 |
| 2017-12-31 | $31M | 187k | 165.61 |
| 2017-09-30 | $29M | 185k | 154.12 |
| 2017-06-30 | $4.2M | 29k | 144.03 |
| 2017-03-31 | $27M | 196k | 136.05 |
| 2016-12-31 | $23M | 211k | 110.11 |