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Apple shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in Apple

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All positions including Apple held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9M 34k 171.48
2023-12-31 $6.5M 34k 192.53
2023-09-30 $5.8M 34k 171.21
2023-06-30 $6.5M 34k 193.97
2023-03-31 $5.7M 34k 164.90
2022-12-31 $4.7M 36k 129.93