Apple shares owned by Waddell & Associates
Historical chart of Waddell & Associates investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Waddell & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $8.6M | 41k | 210.62 |
| 2024-03-31 | $6.4M | 37k | 171.48 |
| 2023-09-30 | $9.8M | 57k | 171.21 |
| 2023-06-30 | $11M | 56k | 193.97 |
| 2023-03-31 | $9.2M | 56k | 164.90 |
| 2022-12-31 | $7.4M | 57k | 129.93 |
| 2022-09-30 | $7.7M | 56k | 138.21 |
| 2022-06-30 | $7.7M | 56k | 136.71 |
| 2022-03-31 | $9.1M | 52k | 174.60 |
| 2021-12-31 | $9.1M | 51k | 177.57 |
| 2021-09-30 | $7.0M | 50k | 141.50 |
| 2021-06-30 | $6.7M | 49k | 136.96 |
| 2021-03-31 | $6.6M | 54k | 122.14 |
| 2020-12-31 | $3.1M | 23k | 132.69 |