Position history for Integrated Wealth Concepts LLC's holdings in APPLE INC
Integrated Wealth Concepts LLC holds 1M shares of AAPL (APPLE INC), worth $257.3M as of 2026-Q1. The position was increased (+80.3% shares). AAPL represents 2.1% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$257.3M
Current Shares
1M
Total Value Change
+$64.1M
Total Shares Change
+96,289
Other major holders of AAPL: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1M |
+80.3% |
| $257.3M |
| 2.1% |
| $263.75 |
81 |
| 2025-Q4 | 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 |