Apple shares owned by SIMA Wealth Partners
Historical chart of SIMA Wealth Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $571k | 2.0k | 289.36 |
| 2026-03-31 | $501k | 2.0k | 253.79 |
| 2025-12-31 | $536k | 2.0k | 271.86 |
| 2025-09-30 | $502k | 2.0k | 254.63 |
| 2025-06-30 | $193k | 938 | 205.17 |
| 2025-03-31 | $208k | 938 | 222.13 |
| 2024-12-31 | $235k | 938 | 250.42 |
| 2024-09-30 | $219k | 938 | 233.00 |
| 2024-06-30 | $202k | 960 | 210.62 |