Apple shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group investment in Apple
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Quarterly reported holdings in Apple by Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 10k | 205.18 |
| 2025-06-30 | $3.2M | 14k | 222.13 |
| 2025-03-31 | $4.5M | 18k | 250.43 |
| 2024-12-31 | $4.1M | 18k | 232.99 |
| 2024-09-30 | $2.6M | 12k | 210.62 |
| 2024-06-30 | $3.1M | 15k | 210.62 |
| 2024-03-31 | $2.5M | 13k | 192.53 |
| 2023-12-31 | $2.5M | 15k | 171.21 |
| 2023-09-30 | $3.0M | 15k | 193.94 |
| 2023-06-30 | $2.6M | 16k | 164.90 |
| 2023-03-31 | $2.6M | 16k | 164.90 |
| 2022-12-31 | $2.1M | 16k | 129.90 |
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