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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

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Wallace Advisory Group

Quarter filed Position value Share count Share price at filing
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