Apple shares owned by Schwallier Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Schwallier Wealth Management
from 13F filings
Historical chart of Schwallier Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Schwallier Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $992k | 3.9k | 254.65 |
| 2025-06-30 | $703k | 3.4k | 205.19 |
| 2025-03-31 | $846k | 3.8k | 222.14 |
| 2024-12-31 | $736k | 2.9k | 250.43 |
| 2024-09-30 | $624k | 2.7k | 233.02 |
| 2024-06-30 | $546k | 2.6k | 210.63 |
| 2024-03-31 | $454k | 2.6k | 171.47 |
| 2023-12-31 | $812k | 4.2k | 192.54 |
More positions owned by Schwallier Wealth Management
View all positions for Schwallier Wealth Management