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AAPL
Showing 8 of 29 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1M
+80.3%
$257.3M2.1%$263.75
81
2025-Q4
Decreased
562,225
-41.6%
$152.8M1.8%$272.82
0
2025-Q3
Increased
963,471
+3.6%
$245.3M2.2%$253.95
55
2025-Q2
Increased
930,271
+2.5%
$190.9M1.9%$200.47
49
2025-Q1
Decreased
907,821
-5.4%
$201.7M2.4%$216.95
0
2024-Q4
Increased
959,519
+4.7%
$240.3M2.8%$250.83
55
2024-Q3
Decreased
916,382
-0.1%
$213.5M2.6%$226.30
0
2024-Q2
Decreased
917,607
-0.8%
$193.3M2.6%$209.00
0

Other major holders of AAPL: VANGUARD GROUP INC, BlackRock, Inc.

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