AAPL — APPLE INC

Ownership history in Bison Wealth, LLC  ·  44 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC 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
7.66% (2021 Q4)
Avg. % of fund
4.09%
First filed
2014 Q4
Last filed
2024 Q4
Quarters held
44
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 67,541 -25,006 -27.0% 3.73% $16.9M $249.06
2024 Q3 REDUCED 92,547 -79,316 -46.2% 3.43% $21.6M $231.48
2024 Q2 UNCHANGED 171,863 — 0% 4.79% $29.5M $209.00
2024 Q1 ADDED 171,863 +199 +0.1% 4.79% $29.5M $169.93
40 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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