Apple shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46M | 182k | 254.63 |
| 2025-06-30 | $38M | 184k | 205.17 |
| 2025-03-31 | $41M | 186k | 222.13 |
| 2024-12-31 | $46M | 185k | 250.42 |
| 2024-09-30 | $43M | 185k | 233.00 |
| 2024-06-30 | $39M | 184k | 210.62 |
| 2024-03-31 | $31M | 178k | 171.48 |
| 2023-12-31 | $34M | 178k | 192.53 |
| 2023-09-30 | $28M | 165k | 171.21 |
| 2023-06-30 | $32M | 165k | 193.97 |
| 2023-03-31 | $28M | 169k | 164.90 |
| 2022-12-31 | $23M | 179k | 129.93 |
| 2022-09-30 | $26M | 187k | 138.20 |
| 2022-06-30 | $26M | 188k | 136.72 |
| 2022-03-31 | $33M | 186k | 174.61 |
| 2021-12-31 | $33M | 186k | 177.57 |
| 2021-09-30 | $26M | 186k | 141.50 |
| 2021-06-30 | $25M | 184k | 136.96 |
| 2021-03-31 | $22M | 179k | 122.15 |
| 2020-12-31 | $23M | 176k | 132.69 |
| 2020-09-30 | $19M | 168k | 115.81 |
| 2020-06-30 | $16M | 43k | 364.79 |
| 2020-03-31 | $11M | 44k | 254.29 |
| 2019-12-31 | $13M | 43k | 293.66 |
| 2019-09-30 | $9.6M | 43k | 223.96 |
| 2019-06-30 | $7.0M | 35k | 197.92 |
| 2019-03-31 | $6.6M | 35k | 189.95 |
| 2018-12-31 | $5.3M | 33k | 157.74 |
| 2018-09-30 | $7.4M | 33k | 225.73 |
| 2018-06-30 | $6.3M | 34k | 185.12 |
| 2018-03-31 | $5.4M | 32k | 167.77 |
| 2017-12-31 | $5.3M | 31k | 169.22 |
| 2017-09-30 | $4.7M | 31k | 154.13 |
| 2017-06-30 | $4.3M | 30k | 144.02 |
| 2017-03-31 | $4.0M | 28k | 143.68 |
| 2016-12-31 | $2.6M | 23k | 115.81 |