AAPL APPLE INC COM

Ownership history in ASPIRIANT, LLC  ·  67 quarters on record

This page tracks every 13F SEC filing in which ASPIRIANT, LLC reported a position in APPLE INC COM (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
3.62% (2020 Q3)
Avg. % of fund
1.41%
First filed
2009 Q1
Last filed
2025 Q4
Quarters held
67
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 283,200 -9,695 -3.3% 2.21% $77.0M $271.61
2025 Q3 REDUCED 292,895 -7,420 -2.5% 2.28% $74.6M $254.15
2025 Q2 REDUCED 300,315 -44,178 -12.8% 1.96% $61.6M $204.55
2025 Q1 ADDED 344,493 +44,351 +14.8% 2.66% $76.5M $221.17
2024 Q4 REDUCED 300,142 -4,409 -1.4% 2.71% $75.2M $249.06
2024 Q3 REDUCED 304,551 -1,730 -0.6% 2.69% $71.0M $231.48
2024 Q2 REDUCED 306,281 -14,333 -4.5% 2.63% $64.5M $209.00
2024 Q1 REDUCED 320,614 -712 -0.2% 2.28% $55.0M $169.93
2023 Q4 REDUCED 321,326 -251 -0.1% 2.79% $61.9M $190.55
2023 Q3 ADDED 321,577 +45,919 +16.7% 2.82% $55.1M $169.23
57 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
← Back to ASPIRIANT, LLC Holdings