Apple shares owned by NewEdge Wealth
Historical chart of NewEdge Wealth investment in Apple
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All positions including Apple held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $315M | 1.2M | 270.14 |
| 2025-06-30 | $244M | 1.1M | 220.03 |
| 2025-03-31 | $239M | 1.1M | 222.13 |
| 2024-12-31 | $284M | 1.1M | 250.42 |
| 2024-09-30 | $250M | 1.1M | 233.00 |
| 2024-06-30 | $190M | 904k | 210.62 |
| 2024-03-31 | $170M | 980k | 173.03 |
| 2023-12-31 | $156M | 809k | 192.53 |
| 2023-09-30 | $119M | 696k | 171.21 |
| 2023-06-30 | $119M | 615k | 193.97 |
| 2023-03-31 | $92M | 560k | 164.90 |
| 2022-12-31 | $69M | 527k | 129.93 |
| 2022-09-30 | $70M | 510k | 138.20 |
| 2022-06-30 | $57M | 420k | 136.72 |
| 2022-03-31 | $65M | 371k | 174.61 |
| 2021-12-31 | $60M | 336k | 177.57 |
| 2021-09-30 | $38M | 265k | 141.50 |
| 2021-06-30 | $26M | 186k | 136.96 |
| 2021-03-31 | $20M | 163k | 122.15 |
| 2020-12-31 | $6.6M | 50k | 132.69 |