Apple shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.1M | 19k | 271.86 |
| 2025-09-30 | $4.8M | 19k | 254.63 |
| 2025-06-30 | $4.9M | 24k | 205.17 |
| 2025-03-31 | $5.4M | 24k | 222.13 |
| 2024-12-31 | $4.4M | 18k | 250.42 |
| 2024-09-30 | $4.1M | 18k | 233.00 |
| 2024-06-30 | $3.2M | 15k | 210.61 |
| 2024-03-31 | $2.6M | 15k | 171.48 |
| 2023-12-31 | $3.1M | 16k | 192.53 |
| 2023-09-30 | $2.3M | 13k | 171.21 |
| 2023-06-30 | $2.7M | 14k | 193.97 |
| 2023-03-31 | $2.4M | 15k | 164.90 |
| 2022-12-31 | $1.9M | 15k | 129.93 |
| 2022-09-30 | $2.0M | 15k | 138.22 |
| 2022-06-30 | $2.0M | 14k | 136.73 |
| 2022-03-31 | $2.4M | 14k | 174.63 |
| 2021-12-31 | $2.4M | 14k | 177.59 |
| 2021-09-30 | $2.0M | 14k | 141.52 |
| 2021-06-30 | $1.9M | 14k | 136.93 |
| 2021-03-31 | $1.6M | 13k | 122.15 |
| 2020-12-31 | $1.6M | 12k | 132.69 |
| 2020-09-30 | $1.3M | 11k | 115.81 |
| 2020-06-30 | $945k | 2.6k | 364.86 |
| 2020-03-31 | $680k | 2.7k | 254.30 |
| 2019-12-31 | $785k | 2.7k | 293.68 |
| 2019-06-30 | $519k | 2.6k | 201.87 |
| 2019-03-31 | $511k | 2.6k | 199.30 |
| 2018-12-31 | $374k | 2.4k | 157.74 |
More positions owned by Waller Financial Planning Group
View all positions for Waller Financial Planning Group