Ownership history in Avalon Advisory Group · 10 quarters on record
This page tracks every 13F SEC filing in which Avalon Advisory Group 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 | 1,452 | -1,161 | -44.4% | 0.16% | $395K | $271.61 |
| 2025 Q3 | REDUCED | 2,613 | -15 | -0.6% | 0.27% | $665K | $254.15 |
| 2025 Q2 | ADDED | 2,628 | +6 | +0.2% | 0.23% | $539K | $204.55 |
| 2025 Q1 | UNCHANGED | 2,622 | — | 0% | 0.27% | $582K | $221.17 |
| 2024 Q4 | UNCHANGED | 2,622 | — | 0% | 0.30% | $657K | $249.06 |
| 2024 Q3 | UNCHANGED | 2,622 | — | 0% | 0.28% | $611K | $231.48 |
| 2024 Q2 | REDUCED | 2,622 | -191 | -6.8% | 0.26% | $552K | $209.00 |
| 2024 Q1 | ADDED | 2,813 | +961 | +51.9% | 0.23% | $482K | $169.93 |
| 2022 Q3 | ADDED | 1,852 | +4 | +0.2% | 0.16% | $256K | $135.79 |
| 2022 Q2 | INITIATED | 1,848 | — | — | 0.15% | $253K | $134.15 |
As of 2025 Q4 — sorted by position size