Apple shares owned by WBI Investments
Historical chart of WBI Investments investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by WBI Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by WBI Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 12k | 254.63 |
| 2025-06-30 | $2.5M | 12k | 205.17 |
| 2025-03-31 | $3.1M | 14k | 222.13 |
| 2024-12-31 | $3.1M | 13k | 250.42 |
| 2024-09-30 | $3.1M | 13k | 233.00 |
| 2024-06-30 | $6.1M | 29k | 210.62 |
| 2024-03-31 | $1.2M | 7.2k | 171.48 |
| 2023-12-31 | $5.8M | 30k | 192.53 |
| 2023-09-30 | $2.5M | 14k | 171.21 |
| 2023-06-30 | $9.7M | 50k | 193.96 |
| 2022-03-31 | $1.9M | 11k | 174.56 |
| 2021-06-30 | $8.5M | 62k | 136.95 |
| 2020-12-31 | $6.5M | 49k | 132.68 |
| 2020-06-30 | $4.8M | 13k | 364.81 |
| 2019-03-31 | $4.0M | 21k | 189.93 |
| 2018-06-30 | $2.6M | 14k | 185.09 |
| 2018-03-31 | $29M | 172k | 167.77 |
| 2017-12-31 | $3.7M | 22k | 169.22 |
| 2017-09-30 | $3.4M | 22k | 154.14 |
| 2017-03-31 | $9.8M | 69k | 143.67 |
| 2016-12-31 | $2.6M | 23k | 115.80 |
| 2016-03-31 | $40M | 363k | 108.99 |
| 2015-06-30 | $1.1M | 9.2k | 125.42 |
| 2014-06-30 | $28M | 304k | 92.93 |
| 2014-03-31 | $89M | 165k | 536.74 |
| 2013-12-31 | $87M | 154k | 561.02 |
| 2013-09-30 | $67M | 140k | 476.75 |
| 2013-06-30 | $46M | 116k | 396.53 |