AAPL — APPLE INC

Ownership history in ACCESS FINANCIAL SERVICES, INC.  ·  37 quarters on record

This page tracks every 13F SEC filing in which ACCESS FINANCIAL SERVICES, INC. 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
1.09% (2023 Q2)
Avg. % of fund
0.62%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 9,766 -574 -5.6% 0.97% $2.7M $271.61
2025 Q3 ADDED 10,340 +920 +9.8% 0.95% $2.6M $254.15
2025 Q2 REDUCED 9,420 -30 -0.3% 0.73% $1.9M $204.55
2025 Q1 UNCHANGED 9,450 — 0% 0.84% $2.1M $221.17
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to ACCESS FINANCIAL SERVICES, INC. Holdings