Apple shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Apple
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Quarterly reported holdings in Apple by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 128k | 254.63 |
| 2025-06-30 | $26M | 124k | 205.17 |
| 2025-03-31 | $28M | 124k | 222.13 |
| 2024-12-31 | $32M | 129k | 250.42 |
| 2024-09-30 | $31M | 134k | 233.00 |
| 2024-06-30 | $30M | 143k | 210.62 |
| 2024-03-31 | $24M | 141k | 171.48 |
| 2023-09-30 | $24M | 141k | 171.21 |
| 2023-06-30 | $26M | 135k | 193.97 |
| 2023-03-31 | $23M | 137k | 164.90 |
| 2022-12-31 | $18M | 139k | 129.93 |
| 2022-09-30 | $19M | 139k | 138.20 |
| 2022-06-30 | $19M | 139k | 136.72 |
| 2022-03-31 | $25M | 141k | 174.61 |
| 2021-12-31 | $25M | 139k | 177.57 |
| 2021-09-30 | $19M | 137k | 141.50 |
| 2021-06-30 | $19M | 136k | 136.96 |
| 2020-12-31 | $18M | 134k | 132.69 |
| 2019-12-31 | $9.6M | 33k | 293.66 |
| 2019-09-30 | $7.3M | 33k | 223.96 |
| 2019-06-30 | $6.9M | 35k | 197.91 |
| 2019-03-31 | $6.6M | 35k | 189.94 |
| 2018-12-31 | $5.4M | 34k | 157.74 |
| 2018-09-30 | $5.3M | 24k | 225.75 |
| 2018-06-30 | $5.5M | 29k | 185.10 |
| 2018-03-31 | $5.9M | 35k | 167.77 |
| 2017-12-31 | $5.9M | 35k | 169.24 |
| 2017-09-30 | $5.7M | 37k | 154.11 |
| 2017-06-30 | $5.5M | 38k | 144.01 |
| 2017-03-31 | $5.3M | 37k | 143.67 |
| 2016-12-31 | $4.2M | 37k | 115.81 |
| 2016-09-30 | $4.6M | 41k | 113.05 |
| 2016-06-30 | $3.8M | 40k | 95.61 |
| 2016-03-31 | $4.5M | 41k | 109.00 |
| 2015-12-31 | $3.8M | 36k | 105.26 |
| 2015-09-30 | $3.6M | 33k | 110.27 |
| 2015-06-30 | $3.4M | 27k | 125.39 |
| 2015-03-31 | $2.9M | 23k | 124.42 |
| 2014-12-31 | $2.0M | 18k | 110.40 |
| 2014-09-30 | $2.4M | 24k | 100.74 |
| 2014-06-30 | $1.6M | 17k | 92.93 |
| 2014-03-31 | $3.8M | 7.1k | 536.73 |
| 2013-12-31 | $2.8M | 5.0k | 561.03 |
| 2013-09-30 | $2.6M | 5.5k | 476.78 |
| 2013-06-30 | $2.2M | 5.5k | 396.50 |