Ownership history in Accel Wealth Management · 21 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in APPLE INC COM (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 28,958 | -132 | -0.5% | 2.15% | $7.9M | $271.61 |
| 2025 Q3 | REDUCED | 29,090 | -441 | -1.5% | 2.15% | $7.4M | $254.15 |
| 2025 Q2 | REDUCED | 29,531 | -388 | -1.3% | 2.02% | $6.1M | $204.55 |
| 2025 Q1 | REDUCED | 29,919 | -26 | -0.1% | 2.40% | $6.6M | $221.17 |
| 2024 Q4 | ADDED | 29,945 | +202 | +0.7% | 2.84% | $7.5M | $249.06 |
| 2024 Q3 | ADDED | 29,743 | +380 | +1.3% | 2.58% | $6.9M | $231.48 |
| 2024 Q2 | ADDED | 29,363 | +2,804 | +10.6% | 2.48% | $6.2M | $209.00 |
| 2024 Q1 | ADDED | 26,559 | +1,004 | +3.9% | 1.93% | $4.6M | $169.93 |
| 2023 Q4 | REDUCED | 25,555 | -2,922 | -10.3% | 2.47% | $4.9M | $190.55 |
| 2023 Q3 | ADDED | 28,477 | +442 | +1.6% | 2.72% | $4.9M | $169.23 |
As of 2025 Q4 — sorted by position size