Apple shares owned by LWM Advisory Services
Historical chart of LWM Advisory Services investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 30k | 254.75 |
| 2025-06-30 | $6.0M | 29k | 205.17 |
| 2025-03-31 | $6.6M | 30k | 222.21 |
| 2024-12-31 | $8.1M | 32k | 249.96 |
| 2024-09-30 | $8.0M | 34k | 233.00 |
| 2024-06-30 | $5.6M | 27k | 210.62 |
| 2024-03-31 | $4.9M | 29k | 171.48 |
| 2023-12-31 | $5.8M | 30k | 192.53 |
| 2023-09-30 | $4.9M | 28k | 171.41 |
| 2023-06-30 | $5.7M | 30k | 193.71 |
| 2023-03-31 | $5.5M | 33k | 164.95 |
| 2022-12-31 | $4.4M | 34k | 130.47 |
| 2022-09-30 | $7.0M | 50k | 138.67 |
| 2022-06-30 | $6.6M | 48k | 136.95 |
| 2022-03-31 | $8.3M | 48k | 174.63 |
| 2021-12-31 | $8.2M | 46k | 177.58 |