Apple shares owned by Optimist Retirement Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Optimist Retirement Group
from 13F filings
Historical chart of Optimist Retirement Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Optimist Retirement Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Optimist Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $216k | 793 | 271.95 |
| 2024-12-31 | $1.4M | 5.5k | 250.42 |
| 2024-09-30 | $1.3M | 5.5k | 232.99 |