AAPL — APPLE INC

Ownership history in Advisor OS, LLC · 37 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, 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

4.56% (2024 Q4)

Avg. % of fund

1.36%

First filed

2020 Q2

Last filed

2025 Q4

Quarters held

37

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	23,800	+12,500	+110.6%	0.00%	$1K	$271.61
2025 Q4	REDUCED	11,300	-158,541	-93.3%	0.00%	$35K	$271.61
2025 Q4	ADDED	169,841	+136,841	+414.7%	3.72%	$46.2M	$271.61
2025 Q3	REDUCED	33,000	-28,300	-46.2%	0.00%	$41K	$254.15

% 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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