Apple shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Apple
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Quarterly reported holdings in Apple by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 24k | 254.63 |
| 2025-06-30 | $4.5M | 22k | 205.17 |
| 2025-03-31 | $4.9M | 22k | 222.13 |
| 2024-12-31 | $5.4M | 22k | 250.42 |
| 2024-09-30 | $4.9M | 21k | 233.00 |
| 2024-06-30 | $4.4M | 21k | 210.62 |
| 2024-03-31 | $3.4M | 20k | 171.48 |
| 2023-12-31 | $4.0M | 21k | 192.53 |
| 2023-09-30 | $3.5M | 20k | 171.21 |
| 2023-06-30 | $1.8M | 9.2k | 193.97 |
| 2023-03-31 | $1.4M | 8.7k | 164.90 |
| 2022-12-31 | $1.2M | 9.1k | 129.93 |
| 2022-09-30 | $951k | 6.9k | 138.23 |
| 2022-03-31 | $1.5M | 8.5k | 174.66 |
More positions owned by Phillips Financial Management
View all positions for Phillips Financial Management