Apple shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Apple
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Quarterly reported holdings in Apple by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 6.0k | 256.67 |
| 2025-06-30 | $1.0M | 4.9k | 210.02 |
| 2025-03-31 | $998k | 5.0k | 198.15 |
| 2024-12-31 | $1.1M | 4.5k | 236.83 |
| 2024-09-30 | $1.3M | 5.7k | 231.79 |
| 2024-06-30 | $1.3M | 5.4k | 232.98 |
| 2024-03-31 | $805k | 4.8k | 169.37 |
| 2023-12-31 | $820k | 4.3k | 188.64 |
| 2023-09-30 | $939k | 5.4k | 175.46 |
| 2023-06-30 | $1.0M | 5.2k | 193.96 |
| 2023-03-31 | $896k | 5.3k | 169.58 |
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