Ownership history in Alaethes Wealth, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Alaethes Wealth, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 52,970 | -1,222 | -2.3% | 4.05% | $14.4M | $271.61 |
| 2025 Q3 | REDUCED | 54,192 | -752 | -1.4% | 3.91% | $13.8M | $254.15 |
| 2025 Q2 | REDUCED | 54,944 | -3,879 | -6.6% | 3.37% | $11.3M | $204.55 |
| 2025 Q1 | ADDED | 58,823 | +2,065 | +3.6% | 4.79% | $13.1M | $221.17 |
| 2024 Q4 | REDUCED | 56,758 | -415 | -0.7% | 5.08% | $14.2M | $249.06 |
| 2024 Q3 | ADDED | 57,173 | +312 | +0.5% | 4.91% | $13.3M | $231.48 |
| 2024 Q2 | ADDED | 56,861 | +813 | +1.5% | 4.95% | $12.0M | $209.00 |
| 2024 Q1 | REDUCED | 56,048 | -639 | -1.1% | 4.20% | $9.6M | $169.93 |
| 2023 Q4 | REDUCED | 56,687 | -2,473 | -4.2% | 5.17% | $10.9M | $190.55 |
| 2023 Q3 | REDUCED | 59,160 | -287 | -0.5% | 5.55% | $10.1M | $169.23 |
As of 2025 Q4 — sorted by position size