Apple shares owned by IAM Advisory
Historical chart of IAM Advisory investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by IAM Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by IAM Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 23k | 254.63 |
| 2025-06-30 | $4.7M | 23k | 205.17 |
| 2025-03-31 | $5.1M | 23k | 222.13 |
| 2024-12-31 | $5.8M | 23k | 250.42 |
| 2024-09-30 | $5.5M | 23k | 233.00 |
| 2024-06-30 | $5.0M | 24k | 210.62 |
| 2024-03-31 | $4.1M | 24k | 171.48 |
| 2023-12-31 | $4.7M | 24k | 192.53 |
| 2023-09-30 | $4.2M | 25k | 171.21 |
| 2023-06-30 | $4.8M | 25k | 193.97 |
| 2023-03-31 | $4.0M | 24k | 164.90 |
| 2022-12-31 | $3.1M | 24k | 129.93 |
| 2022-09-30 | $4.3M | 31k | 138.19 |
| 2022-06-30 | $4.1M | 30k | 136.72 |
| 2022-03-31 | $5.2M | 30k | 174.61 |
| 2021-12-31 | $5.1M | 30k | 172.18 |
| 2021-09-30 | $4.3M | 30k | 142.82 |
| 2021-03-31 | $4.0M | 30k | 132.55 |
| 2020-12-31 | $4.0M | 30k | 133.95 |