Apple shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Apple
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Quarterly reported holdings in Apple by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.8M | 17k | 289.38 |
| 2026-03-31 | $6.3M | 25k | 253.79 |
| 2025-12-31 | $6.8M | 25k | 271.87 |
| 2025-09-30 | $3.8M | 15k | 254.64 |
| 2025-06-30 | $3.1M | 15k | 205.18 |
| 2025-03-31 | $3.6M | 16k | 222.15 |
| 2024-12-31 | $3.5M | 14k | 250.44 |
| 2024-09-30 | $3.0M | 13k | 233.03 |
| 2024-06-30 | $2.7M | 13k | 210.64 |
| 2024-03-31 | $2.2M | 13k | 171.50 |
| 2023-12-31 | $2.6M | 13k | 192.55 |
| 2023-09-30 | $2.2M | 13k | 171.23 |
| 2023-06-30 | $2.5M | 8.6k | 287.98 |
| 2023-03-31 | $2.2M | 13k | 164.92 |
| 2022-12-31 | $1.7M | 13k | 129.94 |
More positions owned by Pension & Wealth Management Advisors
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