Apple shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Apple
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Quarterly reported holdings in Apple by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $98M | 386k | 254.63 |
| 2025-06-30 | $80M | 391k | 205.17 |
| 2025-03-31 | $80M | 359k | 222.13 |
| 2024-12-31 | $91M | 362k | 250.42 |
| 2024-09-30 | $83M | 357k | 233.00 |
| 2024-06-30 | $57M | 269k | 210.62 |
| 2024-03-31 | $47M | 273k | 171.48 |
| 2023-12-31 | $53M | 276k | 192.53 |
| 2023-09-30 | $47M | 276k | 171.21 |
| 2023-06-30 | $31M | 160k | 193.97 |
| 2023-03-31 | $47M | 285k | 164.90 |
| 2022-12-31 | $96M | 622k | 153.85 |
| 2022-09-30 | $88M | 622k | 140.94 |
| 2022-03-31 | $95M | 603k | 157.64 |
More positions owned by WealthPlan Investment Management
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