AAPL — APPLE INC

Ownership history in Baker Chad R · 41 quarters on record

This page tracks every 13F SEC filing in which Baker Chad R 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

12.18% (2023 Q2)

Avg. % of fund

7.75%

First filed

2015 Q4

Last filed

2025 Q4

Quarters held

41

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	178,883	-16,501	-8.4%	8.76%	$48.8M	$271.61
2025 Q3	UNCHANGED	195,384	—	0%	8.56%	$49.8M	$254.15
2025 Q2	UNCHANGED	195,384	—	0%	7.45%	$40.1M	$204.55
2025 Q1	REDUCED	195,384	-15,090	-7.2%	8.84%	$43.4M	$221.17

% 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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