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
2024 Q4 ADDED 16,495 +647 +4.1% 2.63% $4.1M $249.06
2024 Q3 ADDED 15,848 +344 +2.2% 2.42% $3.7M $231.48
2024 Q2 REDUCED 15,504 -54 -0.3% 2.31% $3.3M $209.00
2024 Q1 REDUCED 15,558 -1,555 -9.1% 2.00% $2.7M $169.93
2023 Q4 INITIATED 17,113 2.81% $3.3M
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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