Apple shares owned by Icon Wealth Advisors
Historical chart of Icon Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 119k | 254.63 |
| 2025-06-30 | $25M | 122k | 205.17 |
| 2025-03-31 | $25M | 114k | 222.13 |
| 2024-12-31 | $32M | 126k | 250.42 |
| 2024-09-30 | $29M | 124k | 233.00 |
| 2024-03-31 | $13M | 78k | 171.48 |
| 2023-12-31 | $12M | 61k | 192.53 |
| 2022-12-31 | $10M | 79k | 129.93 |
| 2022-09-30 | $12M | 85k | 138.20 |