Apple shares owned by LVW Advisors
Historical chart of LVW Advisors investment in Apple
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All positions including Apple held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $34M | 147k | 233.00 |
| 2024-06-30 | $32M | 152k | 210.62 |
| 2024-03-31 | $22M | 131k | 171.48 |
| 2023-12-31 | $25M | 132k | 192.53 |
| 2023-09-30 | $25M | 144k | 171.21 |
| 2023-06-30 | $31M | 161k | 193.97 |
| 2023-03-31 | $23M | 138k | 164.90 |
| 2022-12-31 | $23M | 177k | 129.93 |
| 2022-09-30 | $25M | 179k | 138.20 |
| 2022-06-30 | $23M | 166k | 136.72 |
| 2022-03-31 | $32M | 180k | 174.61 |
| 2021-12-31 | $26M | 147k | 177.57 |
| 2021-09-30 | $22M | 158k | 141.50 |
| 2021-06-30 | $23M | 165k | 136.96 |
| 2021-03-31 | $20M | 164k | 122.15 |
| 2020-12-31 | $24M | 178k | 132.69 |
| 2020-09-30 | $21M | 182k | 115.81 |
| 2020-06-30 | $16M | 44k | 364.79 |
| 2020-03-31 | $11M | 45k | 254.29 |
| 2019-12-31 | $14M | 46k | 293.66 |
| 2019-09-30 | $9.9M | 44k | 223.97 |
| 2019-06-30 | $9.1M | 46k | 197.93 |
| 2019-03-31 | $9.8M | 51k | 189.96 |
| 2018-12-31 | $8.1M | 51k | 157.74 |
| 2018-09-30 | $12M | 55k | 225.74 |
| 2018-06-30 | $10M | 55k | 185.11 |
| 2018-03-31 | $9.6M | 57k | 167.77 |
| 2017-12-31 | $7.4M | 44k | 169.22 |
| 2017-09-30 | $6.9M | 45k | 154.11 |
| 2017-06-30 | $6.6M | 46k | 144.02 |
| 2017-03-31 | $6.7M | 47k | 143.66 |
| 2016-12-31 | $5.8M | 51k | 115.81 |
| 2016-09-30 | $5.6M | 49k | 113.05 |
| 2016-06-30 | $3.0M | 32k | 95.60 |
| 2016-03-31 | $4.7M | 44k | 108.99 |
| 2015-12-31 | $4.3M | 41k | 105.26 |
| 2015-09-30 | $4.5M | 41k | 110.29 |
| 2015-06-30 | $5.0M | 40k | 125.43 |
| 2015-03-31 | $4.8M | 38k | 124.43 |
| 2014-12-31 | $4.3M | 39k | 110.39 |