Apple shares owned by LJI Wealth Management
Historical chart of LJI Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 60k | 254.63 |
| 2025-06-30 | $13M | 63k | 205.17 |
| 2025-03-31 | $15M | 65k | 222.13 |
| 2024-12-31 | $17M | 67k | 250.42 |
| 2024-09-30 | $16M | 69k | 233.00 |
| 2024-06-30 | $15M | 69k | 210.62 |
| 2024-03-31 | $12M | 69k | 171.48 |
| 2023-09-30 | $12M | 69k | 171.21 |
| 2023-06-30 | $13M | 67k | 193.97 |
| 2023-03-31 | $11M | 68k | 164.90 |
| 2022-12-31 | $8.8M | 68k | 129.93 |