Apple shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.4M | 17k | 253.79 |
| 2025-12-31 | $4.4M | 16k | 271.86 |
| 2025-09-30 | $4.0M | 16k | 254.63 |
| 2025-06-30 | $3.2M | 15k | 207.82 |
| 2025-03-31 | $3.4M | 15k | 223.19 |
| 2024-12-31 | $3.7M | 15k | 250.42 |