AAPL — APPLE INC Com

Ownership history in CHARTIST INC /CA/  ·  17 quarters on record

This page tracks every 13F SEC filing in which CHARTIST INC /CA/ reported a position in APPLE INC Com (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
1.08% (2012 Q3)
Avg. % of fund
0.19%
First filed
2012 Q3
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,018 -8 -0.8% 0.19% $277K $271.61
2025 Q3 REDUCED 1,026 -23 -2.2% 0.18% $261K $254.15
2024 Q4 REDUCED 1,049 -18 -1.7% 0.14% $263K $249.06
2024 Q3 REDUCED 1,067 -9 -0.8% 0.13% $249K $231.48
13 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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