Apple shares owned by Theory Financial
Historical chart of Theory Financial investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Theory Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $531k | 2.0k | 262.24 |
| 2025-06-30 | $420k | 2.0k | 207.57 |
| 2025-03-31 | $451k | 2.0k | 222.13 |
| 2024-12-31 | $509k | 2.0k | 250.42 |
| 2024-09-30 | $233k | 1.0k | 225.91 |
| 2024-06-30 | $217k | 1.0k | 210.62 |
| 2023-12-31 | $287k | 1.5k | 192.53 |
| 2023-09-30 | $265k | 1.5k | 171.21 |
| 2023-06-30 | $346k | 1.8k | 193.97 |
| 2023-03-31 | $914k | 5.5k | 164.90 |
| 2022-12-31 | $733k | 5.6k | 129.93 |
| 2022-06-30 | $773k | 5.5k | 141.63 |
| 2022-03-31 | $870k | 5.0k | 174.66 |
| 2021-12-31 | $942k | 5.3k | 177.64 |