Apple shares owned by Iams Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 23k | 254.65 |
| 2025-06-30 | $2.8M | 14k | 205.18 |
| 2025-03-31 | $3.6M | 16k | 222.14 |
| 2024-12-31 | $4.1M | 16k | 250.43 |
| 2024-09-30 | $2.8M | 12k | 233.01 |
| 2024-06-30 | $2.2M | 10k | 210.62 |
| 2024-03-31 | $1.2M | 6.5k | 181.42 |
| 2023-12-31 | $1.0M | 5.3k | 192.53 |
| 2023-09-30 | $874k | 5.1k | 171.21 |
| 2023-06-30 | $1.5M | 7.9k | 191.00 |
| 2023-03-31 | $651k | 4.0k | 162.17 |
| 2022-12-31 | $407k | 3.1k | 129.93 |