Apple shares owned by LMG Wealth Partners
Historical chart of LMG Wealth Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by LMG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 73k | 254.63 |
| 2025-06-30 | $15M | 73k | 205.17 |
| 2025-03-31 | $16M | 73k | 222.13 |
| 2024-12-31 | $18M | 74k | 250.42 |
| 2024-09-30 | $17M | 74k | 233.00 |
| 2024-06-30 | $16M | 74k | 210.62 |
| 2024-03-31 | $13M | 74k | 171.48 |
| 2023-12-31 | $15M | 76k | 192.53 |
| 2023-09-30 | $13M | 76k | 171.21 |
| 2023-06-30 | $15M | 76k | 193.97 |
| 2023-03-31 | $13M | 77k | 164.90 |
| 2022-12-31 | $10M | 77k | 135.94 |