AAPL APPLE INC

Ownership history in Code Waechter LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Code Waechter 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
1.84% (2024 Q3)
Avg. % of fund
1.66%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 8,323 -2,402 -22.4% 1.45% $2.3M $271.61
2025 Q3 REDUCED 10,725 -146 -1.3% 1.73% $2.7M $254.15
2025 Q2 ADDED 10,871 +2,652 +32.3% 1.59% $2.2M $204.55
2025 Q1 REDUCED 8,219 -157 -1.9% 1.50% $1.8M $221.17
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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