Apple shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 10k | 254.63 |
| 2025-06-30 | $1.5M | 7.2k | 205.18 |
| 2025-03-31 | $1.5M | 6.8k | 222.12 |
| 2024-12-31 | $1.6M | 6.2k | 250.42 |
| 2024-09-30 | $3.7M | 16k | 233.00 |
| 2024-06-30 | $4.7M | 22k | 210.62 |
| 2024-03-31 | $2.0M | 12k | 171.48 |