Apple shares owned by Instrumental Wealth
Historical chart of Instrumental Wealth investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Instrumental Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 9.2k | 271.41 |
| 2025-06-30 | $1.7M | 8.2k | 209.12 |
| 2025-03-31 | $1.8M | 8.4k | 209.27 |
| 2024-12-31 | $1.8M | 7.5k | 245.54 |
| 2024-09-30 | $1.6M | 7.0k | 231.29 |
| 2024-06-30 | $1.5M | 6.9k | 217.50 |
| 2024-03-31 | $1.3M | 6.8k | 190.00 |
| 2023-12-31 | $1.2M | 6.2k | 194.49 |
| 2023-09-30 | $1.1M | 6.3k | 177.16 |
| 2023-06-30 | $926k | 4.9k | 189.77 |
| 2023-03-31 | $727k | 4.3k | 167.44 |