AAPL — APPLE INC

Ownership history in Abel Hall, LLC · 9 quarters on record

This page tracks every 13F SEC filing in which Abel Hall, LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

2.81% (2023 Q4)

Avg. % of fund

2.25%

First filed

2023 Q4

Last filed

2025 Q4

Quarters held

9

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	34,175	+16,260	+90.8%	2.17%	$9.3M	$271.61
2025 Q3	ADDED	17,915	+434	+2.5%	1.84%	$4.6M	$254.15
2025 Q2	REDUCED	17,481	-797	-4.4%	1.66%	$3.6M	$204.55
2025 Q1	ADDED	18,278	+1,783	+10.8%	2.45%	$4.1M	$221.17

% of Fund (quarterly) AAPL price (monthly, adj. close)

Other funds also holding AAPL

As of 2025 Q4 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% RJA Asset Management LLC 3Y 94.32% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 64.14% Prospect Hill Management, LLC 3Y 55.59% INDEPENDENT INVESTORS INC 3Y 7Y 55.22% Hoffman, Alan N Investment Management 3Y 51.75% H&H International Investment, LLC 3Y 50.3% Winning Points Advisors, LLC 3Y 42.13% Circle Wealth Management, LLC 3Y 7Y 39.42% FIDUCIARY FAMILY OFFICE, LLC 34.49%

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