AAPL — APPLE INC

Ownership history in Advisor Resource Council  ·  31 quarters on record

This page tracks every 13F SEC filing in which Advisor Resource Council 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
4.67% (2024 Q3)
Avg. % of fund
1.52%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,628 +24,732 +854.0% 2.65% $7.5M $271.61
2025 Q3 REDUCED 2,896 -26,806 -90.2% 1.00% $737K $254.15
2025 Q2 ADDED 29,702 +27,802 +1463.3% 2.38% $6.1M $204.55
2025 Q2 ADDED 1,900 +600 +46.2% 0.15% $390K $204.55
27 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%
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