AAPL — APPLE INC

Ownership history in BCS Wealth Management  ·  24 quarters on record

This page tracks every 13F SEC filing in which BCS 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.

Peak position
3.32% (2024 Q2)
Avg. % of fund
1.6%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 37,590 +19,362 +106.2% 1.03% $10.2M $271.61
2025 Q3 REDUCED 18,228 -6,759 -27.1% 1.05% $4.6M $254.15
2025 Q2 ADDED 24,987 +7,701 +44.6% 1.10% $5.1M $204.55
2025 Q1 REDUCED 17,286 -16,822 -49.3% 0.99% $3.8M $221.17
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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