Position history for Integrated Wealth Concepts LLC's holdings in APPLE INC
Integrated Wealth Concepts LLC holds 562,225 shares of AAPL (APPLE INC), worth $152.8M as of 2025-Q4. The position was decreased (-41.6% shares). AAPL represents 1.8% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$152.8M
Current Shares
562,225
Total Value Change
-$40.4M
Total Shares Change
-355,382
Other major holders of AAPL: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 562,225 |
-41.6% |
| $152.8M |
| 1.8% |
| $272.82 |
0 |
| 2025-Q3 | Increased | 963,471 | +3.6% | $245.3M | 2.2% | $253.95 | 55 |
| 2025-Q2 | Increased | 930,271 | +2.5% | $190.9M | 1.9% | $200.47 | 49 |
| 2025-Q1 | Decreased | 907,821 | -5.4% | $201.7M | 2.4% | $216.95 | 0 |
| 2024-Q4 | Increased | 959,519 | +4.7% | $240.3M | 2.8% | $250.83 | 55 |
| 2024-Q3 | Decreased | 916,382 | -0.1% | $213.5M | 2.6% | $226.30 | 0 |
| 2024-Q2 | Decreased | 917,607 | -0.8% | $193.3M | 2.6% | $209.00 | 0 |