Apple shares owned by Investments & Financial Planning
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Investments & Financial Planning
from 13F filings
Historical chart of Investments & Financial Planning investment in Apple
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Quarterly reported holdings in Apple by Investments & Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $758k | 3.0k | 254.59 |
| 2025-06-30 | $610k | 3.0k | 205.19 |
| 2025-03-31 | $661k | 3.0k | 222.12 |
| 2024-12-31 | $745k | 3.0k | 250.38 |
| 2024-09-30 | $693k | 3.0k | 233.03 |
| 2024-06-30 | $626k | 3.0k | 210.64 |
| 2024-03-31 | $509k | 3.0k | 171.48 |
| 2023-12-31 | $504k | 2.6k | 192.50 |
| 2023-09-30 | $448k | 2.6k | 171.22 |
| 2023-06-30 | $508k | 2.6k | 193.95 |
| 2023-03-31 | $431k | 2.6k | 164.92 |
| 2022-12-31 | $386k | 3.0k | 129.92 |
| 2022-06-30 | $376k | 2.7k | 136.83 |
| 2022-03-31 | $475k | 2.7k | 174.83 |
| 2021-12-31 | $468k | 2.7k | 172.25 |
More positions owned by Investments & Financial Planning
View all positions for Investments & Financial Planning