Apple shares owned by Plan
Historical chart of Plan investment in Apple
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All positions including Apple held by Plan consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Plan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 119k | 254.63 |
| 2025-06-30 | $26M | 126k | 205.17 |
| 2025-03-31 | $27M | 121k | 222.13 |
| 2024-12-31 | $29M | 115k | 250.42 |
| 2024-09-30 | $26M | 112k | 233.00 |
| 2024-06-30 | $26M | 123k | 210.62 |
| 2024-03-31 | $21M | 124k | 171.48 |
| 2023-12-31 | $23M | 119k | 192.53 |
| 2023-09-30 | $20M | 117k | 171.21 |
| 2023-06-30 | $19M | 95k | 193.97 |
| 2023-03-31 | $16M | 99k | 164.90 |
| 2022-12-31 | $11M | 86k | 129.93 |
| 2022-09-30 | $11M | 81k | 138.20 |
| 2022-06-30 | $11M | 79k | 136.72 |
| 2022-03-31 | $14M | 78k | 174.61 |
| 2021-12-31 | $13M | 74k | 177.56 |
| 2021-09-30 | $10M | 71k | 141.49 |
| 2021-06-30 | $9.4M | 68k | 136.96 |
| 2021-03-31 | $8.4M | 69k | 122.15 |
| 2020-12-31 | $10M | 76k | 132.69 |
| 2020-09-30 | $8.0M | 69k | 115.80 |
| 2020-06-30 | $6.3M | 17k | 364.81 |
| 2020-03-31 | $4.3M | 17k | 254.29 |
| 2019-12-31 | $4.3M | 15k | 293.64 |
| 2019-09-30 | $3.1M | 14k | 223.98 |
| 2019-06-30 | $2.7M | 14k | 197.94 |
| 2019-03-31 | $2.9M | 15k | 189.98 |
| 2018-12-31 | $2.7M | 17k | 157.74 |
| 2018-09-30 | $3.7M | 17k | 225.75 |
| 2018-06-30 | $3.1M | 17k | 185.08 |
| 2018-03-31 | $2.8M | 17k | 167.75 |
| 2017-12-31 | $3.1M | 18k | 169.50 |
| 2017-09-30 | $2.2M | 14k | 154.27 |
| 2017-06-30 | $2.1M | 14k | 143.57 |
| 2017-03-31 | $2.2M | 15k | 143.25 |
| 2016-12-31 | $1.8M | 15k | 115.88 |
| 2016-09-30 | $1.9M | 17k | 113.07 |
| 2016-03-31 | $1.1M | 10k | 108.93 |
| 2015-12-31 | $1.1M | 10k | 105.37 |
| 2015-09-30 | $6.2M | 56k | 110.33 |
| 2015-06-30 | $4.8M | 38k | 125.35 |
| 2015-03-31 | $1.7M | 13k | 124.45 |
| 2014-12-31 | $1.4M | 13k | 110.41 |
| 2014-09-30 | $1.9M | 19k | 100.87 |
| 2014-06-30 | $976k | 11k | 92.89 |
| 2014-03-31 | $1.5M | 2.8k | 536.15 |
| 2013-12-31 | $1.6M | 2.8k | 562.63 |