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Position history for IWIntegrated Wealth Concepts LLC's holdings in APPLE INC

Integrated Wealth Concepts LLC holds 1.1M shares of AAPL (APPLE INC), worth $321.2M as of 2026-Q2. The position was increased (+9.5% shares). AAPL represents 2.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$321.2M

Current Shares

1.1M

Total Value Change

+$107.7M

Total Shares Change

+193,680

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+9.5%
$321.2M2.1%$289.11
58
2026-Q1
Increased
1M
+80.3%
$257.3M2.1%$253.34
81
2025-Q4
Decreased
562,225
-41.6%
$152.8M1.8%$271.12
0
2025-Q3
Increased
963,471
+3.6%
$245.3M2.2%$253.69
55
2025-Q2
Increased
930,271
+2.5%
$190.9M1.9%$204.18
49
2025-Q1
Decreased
907,821
-5.4%
$201.7M2.4%$220.77
0
2024-Q4
Increased
959,519
+4.7%
$240.3M2.8%$248.62
55
2024-Q3
Decreased
916,382
-0.1%
$213.5M2.6%$231.07
0

Other major holders of AAPL: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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