Apple shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 46k | 254.63 |
| 2025-06-30 | $9.8M | 48k | 205.17 |
| 2025-03-31 | $11M | 49k | 222.13 |
| 2024-12-31 | $13M | 51k | 250.42 |
| 2024-09-30 | $12M | 50k | 233.00 |
| 2024-06-30 | $11M | 50k | 210.62 |
| 2024-03-31 | $8.7M | 51k | 171.48 |
| 2023-09-30 | $8.0M | 47k | 171.21 |
| 2023-06-30 | $8.5M | 44k | 193.97 |
| 2023-03-31 | $7.0M | 43k | 164.90 |
| 2022-12-31 | $282k | 2.2k | 129.95 |
| 2022-09-30 | $6.1M | 44k | 138.21 |
| 2022-06-30 | $6.3M | 46k | 136.73 |
| 2022-03-31 | $7.9M | 45k | 174.60 |
| 2021-12-31 | $8.3M | 47k | 177.58 |
| 2021-09-30 | $6.9M | 49k | 141.50 |
| 2021-06-30 | $6.4M | 47k | 136.96 |
| 2021-03-31 | $5.7M | 46k | 122.16 |
| 2020-12-31 | $5.9M | 45k | 132.68 |
| 2020-09-30 | $5.3M | 46k | 115.81 |
| 2020-06-30 | $4.8M | 13k | 364.82 |
| 2020-03-31 | $4.2M | 17k | 254.29 |
| 2019-12-31 | $5.2M | 18k | 293.67 |
More positions owned by Walled Lake Planning & Wealth Management
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