Apple shares owned by Wheelhouse Advisory Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wheelhouse Advisory Group
from 13F filings
Historical chart of Wheelhouse Advisory Group investment in Apple
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Quarterly reported holdings in Apple by Wheelhouse Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 7.2k | 254.64 |
| 2025-06-30 | $1.3M | 6.5k | 205.20 |
| 2025-03-31 | $1.3M | 5.6k | 222.17 |
| 2024-12-31 | $1.5M | 6.1k | 250.43 |
| 2024-09-30 | $1.4M | 6.1k | 233.00 |
| 2024-06-30 | $1.4M | 6.4k | 220.30 |
| 2024-03-31 | $1.1M | 6.6k | 171.49 |
| 2023-12-31 | $1.3M | 6.8k | 192.55 |