Apple shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 124k | 254.63 |
| 2025-06-30 | $26M | 126k | 205.17 |
| 2025-03-31 | $28M | 128k | 222.13 |
| 2024-12-31 | $32M | 127k | 250.42 |
| 2024-09-30 | $30M | 128k | 233.00 |
| 2024-06-30 | $27M | 128k | 210.62 |
| 2024-03-31 | $21M | 125k | 171.48 |
| 2023-12-31 | $24M | 123k | 192.53 |
| 2023-09-30 | $22M | 126k | 171.21 |
| 2023-06-30 | $25M | 128k | 193.97 |
| 2023-03-31 | $21M | 128k | 164.90 |
| 2022-12-31 | $17M | 130k | 129.93 |
| 2022-09-30 | $19M | 134k | 138.20 |
| 2022-06-30 | $19M | 135k | 136.72 |
| 2022-03-31 | $24M | 136k | 174.61 |
| 2021-12-31 | $24M | 137k | 177.57 |
| 2021-09-30 | $19M | 137k | 141.50 |
| 2021-06-30 | $19M | 138k | 136.96 |
| 2021-03-31 | $17M | 137k | 122.15 |
| 2020-12-31 | $18M | 136k | 132.69 |
| 2020-09-30 | $16M | 136k | 115.81 |
| 2020-06-30 | $13M | 35k | 364.80 |
| 2020-03-31 | $8.7M | 34k | 254.30 |
| 2019-12-31 | $10M | 10k | 1000.00 |
| 2019-09-30 | $7.9M | 35k | 223.97 |
| 2019-06-30 | $9.2M | 46k | 197.93 |
| 2019-03-31 | $19M | 218k | 88.00 |
| 2018-12-31 | $8.6M | 54k | 157.74 |
| 2018-09-30 | $12M | 54k | 220.40 |
| 2018-06-30 | $10M | 55k | 185.38 |
| 2018-03-31 | $9.1M | 55k | 165.52 |
| 2017-12-31 | $11M | 63k | 169.59 |
| 2017-09-30 | $9.0M | 58k | 154.00 |
| 2017-06-30 | $7.9M | 55k | 143.71 |
| 2013-06-30 | $4.0k | 10 | 400.00 |
| 2012-03-31 | $40k | 67 | 597.01 |
More positions owned by Institute For Wealth Management
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