Apple shares owned by LPL Financial
Historical chart of LPL Financial investment in Apple
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All positions including Apple held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3B | 19M | 233.00 |
| 2024-06-30 | $3.7B | 18M | 210.62 |
| 2024-03-31 | $2.8B | 16M | 171.48 |
| 2023-09-30 | $2.6B | 15M | 171.22 |
| 2023-06-30 | $2.9B | 15M | 193.97 |
| 2023-03-31 | $2.4B | 15M | 164.90 |
| 2022-12-31 | $1.8B | 14M | 129.92 |
| 2022-09-30 | $2.0B | 14M | 138.20 |
| 2022-06-30 | $1.9B | 14M | 136.73 |
| 2022-03-31 | $2.5B | 14M | 174.61 |
| 2021-12-31 | $2.5B | 14M | 177.57 |
| 2021-09-30 | $2.0B | 14M | 141.50 |
| 2021-06-30 | $1.8B | 13M | 136.94 |
| 2021-03-31 | $1.6B | 13M | 122.15 |
| 2020-12-31 | $1.7B | 13M | 132.69 |
| 2020-09-30 | $1.3B | 12M | 115.81 |
| 2020-06-30 | $988M | 2.7M | 364.80 |
| 2020-03-31 | $661M | 2.6M | 254.29 |
| 2019-12-31 | $747M | 2.5M | 293.65 |
| 2019-09-30 | $543M | 2.4M | 223.97 |
| 2019-06-30 | $474M | 2.4M | 197.92 |
| 2019-03-31 | $444M | 2.3M | 189.95 |
| 2018-12-31 | $352M | 2.2M | 157.74 |
| 2018-09-30 | $477M | 2.1M | 225.74 |
| 2018-06-30 | $387M | 2.1M | 185.11 |
| 2018-03-31 | $352M | 2.1M | 167.78 |
| 2017-12-31 | $329M | 1.9M | 169.23 |
| 2017-09-30 | $275M | 1.8M | 154.12 |
| 2017-06-30 | $248M | 1.7M | 144.02 |
| 2017-03-31 | $22M | 151k | 143.70 |
| 2016-12-31 | $19M | 163k | 116.14 |
| 2016-09-30 | $19M | 165k | 113.00 |
| 2016-06-30 | $19M | 197k | 95.53 |
| 2016-03-31 | $438M | 4.0M | 109.81 |
| 2015-12-31 | $419M | 4.1M | 102.71 |
| 2015-09-30 | $231M | 2.1M | 110.78 |
| 2015-06-30 | $266M | 2.1M | 126.00 |
| 2015-03-31 | $255M | 2.1M | 124.25 |
| 2014-12-31 | $225M | 2.0M | 110.38 |
| 2014-09-30 | $190M | 1.9M | 99.18 |
| 2014-06-30 | $177M | 1.9M | 92.93 |
| 2014-03-31 | $155M | 288k | 536.74 |
| 2013-12-31 | $170M | 303k | 561.02 |
| 2013-09-30 | $151M | 305k | 496.04 |
| 2013-06-30 | $118M | 297k | 396.53 |
| 2012-12-31 | $141M | 258k | 549.03 |
| 2012-09-30 | $178M | 267k | 667.10 |
| 2011-12-31 | $89M | 219k | 405.00 |
| 2011-09-30 | $89M | 232k | 381.32 |
| 2011-03-31 | $18M | 50k | 348.51 |