Apple shares owned by Palo Alto Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Palo Alto Wealth Advisors
from 13F filings
Historical chart of Palo Alto Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Palo Alto Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 33k | 275.51 |
| 2025-06-30 | $6.8M | 33k | 205.17 |
| 2025-03-31 | $6.6M | 31k | 213.19 |
| 2024-12-31 | $8.6M | 34k | 250.42 |
| 2024-09-30 | $8.1M | 34k | 236.48 |
| 2024-06-30 | $4.2M | 20k | 210.62 |
| 2024-03-31 | $3.5M | 21k | 171.48 |
| 2023-12-31 | $3.9M | 20k | 192.53 |
| 2023-09-30 | $3.7M | 22k | 171.21 |
| 2023-06-30 | $4.1M | 21k | 193.97 |
| 2023-03-31 | $3.5M | 21k | 164.90 |
| 2022-12-31 | $2.9M | 22k | 130.10 |