Apple shares owned by Meredith Wealth Planning
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Meredith Wealth Planning
from 13F filings
Historical chart of Meredith Wealth Planning investment in Apple
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Quarterly reported holdings in Apple by Meredith Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 10k | 254.63 |
| 2025-06-30 | $2.0M | 9.8k | 205.17 |
| 2025-03-31 | $2.2M | 9.8k | 222.12 |
| 2024-12-31 | $2.5M | 10k | 250.42 |
| 2024-09-30 | $2.1M | 9.2k | 232.99 |
| 2024-06-30 | $1.9M | 9.2k | 210.61 |
| 2024-03-31 | $1.6M | 9.2k | 171.48 |
| 2023-12-31 | $1.8M | 9.2k | 192.54 |
| 2023-09-30 | $1.6M | 9.2k | 171.21 |
| 2023-06-30 | $1.3M | 6.6k | 193.98 |
| 2023-03-31 | $1.5M | 9.1k | 164.88 |
| 2022-12-31 | $1.2M | 9.2k | 129.93 |