Ownership history in Aries Wealth Management · 33 quarters on record
This page tracks every 13F SEC filing in which Aries Wealth Management 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 | 87,287 | -393 | -0.4% | 5.25% | $23.7M | $271.61 |
| 2025 Q3 | REDUCED | 87,680 | -742 | -0.8% | 5.28% | $22.3M | $254.15 |
| 2025 Q2 | REDUCED | 88,422 | -1,376 | -1.5% | 4.74% | $18.1M | $204.55 |
| 2025 Q1 | REDUCED | 89,798 | -1,701 | -1.9% | 5.42% | $19.9M | $221.17 |
| 2024 Q4 | REDUCED | 91,499 | -853 | -0.9% | 6.31% | $22.9M | $249.06 |
| 2024 Q3 | REDUCED | 92,352 | -642 | -0.7% | 5.91% | $21.5M | $231.48 |
| 2024 Q2 | REDUCED | 92,994 | -577 | -0.6% | 6.17% | $19.6M | $209.00 |
| 2024 Q1 | REDUCED | 93,571 | -1,365 | -1.4% | 5.17% | $16.0M | $169.93 |
| 2023 Q4 | REDUCED | 94,936 | -1,450 | -1.5% | 6.52% | $18.3M | $190.55 |
| 2023 Q3 | ADDED | 96,386 | +1,521 | +1.6% | 6.74% | $17.2M | $169.23 |
As of 2025 Q4 — sorted by position size