Apple shares owned by J.w. Cole Advisors
Historical chart of J.w. Cole Advisors investment in Apple
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All positions including Apple held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $302M | 1.2M | 254.63 |
| 2025-06-30 | $252M | 1.2M | 205.17 |
| 2025-03-31 | $211M | 949k | 222.13 |
| 2024-12-31 | $141M | 562k | 250.42 |
| 2024-09-30 | $132M | 567k | 233.00 |
| 2024-06-30 | $118M | 558k | 210.62 |
| 2024-03-31 | $98M | 569k | 171.36 |
| 2023-12-31 | $107M | 556k | 192.53 |
| 2023-09-30 | $89M | 517k | 171.21 |
| 2023-06-30 | $100M | 513k | 193.97 |
| 2023-03-31 | $91M | 549k | 164.90 |
| 2022-12-31 | $73M | 563k | 129.93 |
| 2022-09-30 | $76M | 547k | 138.20 |
| 2022-06-30 | $74M | 544k | 136.72 |
| 2022-03-31 | $93M | 532k | 174.61 |
| 2021-12-31 | $96M | 538k | 177.57 |
| 2021-09-30 | $76M | 539k | 141.49 |
| 2021-06-30 | $66M | 481k | 136.96 |
| 2021-03-31 | $54M | 440k | 122.15 |
| 2020-12-31 | $56M | 419k | 132.69 |
| 2020-09-30 | $106M | 916k | 115.81 |
| 2020-06-30 | $33M | 91k | 364.80 |
| 2020-03-31 | $3.4M | 13k | 254.26 |
| 2019-12-31 | $26M | 87k | 293.65 |