Apple shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Apple
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Quarterly reported holdings in Apple by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46M | 181k | 254.63 |
| 2025-06-30 | $26M | 125k | 205.17 |
| 2025-03-31 | $28M | 125k | 222.13 |
| 2024-12-31 | $31M | 125k | 250.42 |
| 2024-09-30 | $29M | 125k | 232.90 |
| 2024-06-30 | $22M | 102k | 210.62 |
| 2024-03-31 | $16M | 91k | 171.48 |
| 2023-12-31 | $17M | 86k | 192.53 |
| 2023-09-30 | $15M | 88k | 171.21 |
| 2023-06-30 | $17M | 86k | 193.97 |
| 2023-03-31 | $14M | 84k | 164.90 |
| 2022-12-31 | $10M | 80k | 129.93 |
| 2022-09-30 | $11M | 80k | 138.20 |
| 2022-06-30 | $5.4M | 39k | 136.73 |
| 2022-03-31 | $6.9M | 40k | 174.61 |
| 2021-12-31 | $7.0M | 40k | 177.57 |
| 2021-09-30 | $5.3M | 38k | 141.50 |
| 2021-06-30 | $5.2M | 38k | 136.96 |
| 2021-03-31 | $4.6M | 38k | 122.15 |
| 2020-12-31 | $4.9M | 37k | 132.70 |
| 2020-09-30 | $4.3M | 37k | 115.80 |
| 2020-06-30 | $3.4M | 9.3k | 364.82 |
| 2020-03-31 | $2.5M | 9.8k | 254.26 |
| 2019-12-31 | $2.6M | 8.8k | 293.72 |
| 2019-09-30 | $2.0M | 8.8k | 223.96 |
| 2019-06-30 | $1.7M | 8.8k | 197.90 |
| 2019-03-31 | $1.6M | 8.6k | 189.94 |
| 2018-12-31 | $1.4M | 8.9k | 157.79 |
| 2018-09-30 | $1.9M | 8.6k | 225.70 |
| 2018-06-30 | $1.7M | 9.4k | 185.07 |
| 2018-03-31 | $1.6M | 9.3k | 167.76 |
| 2017-12-31 | $1.4M | 8.1k | 169.29 |
| 2017-09-30 | $1.2M | 8.1k | 154.16 |
| 2017-06-30 | $1.2M | 8.2k | 143.98 |
| 2017-03-31 | $1.5M | 10k | 143.67 |
| 2016-12-31 | $1.2M | 10k | 115.83 |
| 2016-09-30 | $1.2M | 11k | 113.07 |
| 2016-06-30 | $1000k | 11k | 95.57 |
| 2016-03-31 | $1.1M | 10k | 108.95 |
| 2015-12-31 | $1.3M | 13k | 105.25 |
| 2015-09-30 | $1.2M | 11k | 110.27 |
| 2015-06-30 | $1.3M | 11k | 125.47 |
| 2015-03-31 | $1.3M | 11k | 124.41 |
| 2014-12-31 | $1.2M | 11k | 110.41 |
| 2014-09-30 | $1.1M | 11k | 100.71 |
| 2014-06-30 | $1.1M | 12k | 92.93 |
| 2013-12-31 | $1.0M | 1.8k | 561.17 |
| 2013-09-30 | $1.1M | 2.4k | 476.85 |
| 2013-06-30 | $974k | 2.5k | 396.58 |
| 2012-12-31 | $463k | 870 | 532.18 |
| 2012-09-30 | $430k | 722 | 595.57 |
| 2012-06-30 | $409k | 700 | 584.29 |
| 2012-03-31 | $466k | 778 | 598.97 |
| 2011-12-31 | $343k | 848 | 404.48 |
| 2011-09-30 | $339k | 868 | 390.55 |
| 2010-12-31 | $126k | 356 | 354.61 |