AAPL — Apple Inc

Ownership history in Capital Wealth Planning, LLC  ·  50 quarters on record

This page tracks every 13F SEC filing in which Capital Wealth Planning, 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
6.38% (2021 Q4)
Avg. % of fund
2.93%
First filed
2014 Q1
Last filed
2025 Q4
Quarters held
50
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,937,051 -279,706 -8.7% 5.16% $797.6M $271.61
2025 Q3 ADDED 3,216,757 +679,414 +26.8% 5.77% $819.1M $254.15
2025 Q2 ADDED 2,537,343 +911,343 +56.0% 4.11% $520.6M $204.55
2025 Q1 ADDED 1,626,000 +1,625,700 +541900.0% 3.13% $361.2M $221.17
46 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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