Apple shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Apple
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Quarterly reported holdings in Apple by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 47k | 254.63 |
| 2025-06-30 | $9.6M | 47k | 205.17 |
| 2025-03-31 | $10M | 45k | 222.13 |
| 2024-12-31 | $11M | 45k | 250.42 |
| 2024-09-30 | $10M | 45k | 233.00 |
| 2024-06-30 | $9.5M | 45k | 210.62 |
| 2024-03-31 | $7.5M | 44k | 171.48 |
| 2023-12-31 | $8.2M | 43k | 192.53 |
| 2023-09-30 | $7.2M | 42k | 171.21 |
| 2023-06-30 | $8.1M | 42k | 193.97 |
| 2023-03-31 | $7.0M | 42k | 164.90 |
| 2022-12-31 | $13M | 97k | 129.93 |
| 2022-09-30 | $14M | 98k | 138.20 |
| 2022-06-30 | $12M | 90k | 136.72 |
| 2022-03-31 | $16M | 89k | 174.60 |
| 2021-12-31 | $16M | 89k | 177.57 |
More positions owned by Smallwood Wealth Investment Management
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