AAPL — APPLE INC

Ownership history in Compound Planning, Inc.  ·  15 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. 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
10.58% (2023 Q2)
Avg. % of fund
4.14%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 469,753 +82,743 +21.4% 3.75% $127.7M $271.61
2025 Q3 ADDED 387,010 +386,510 +77302.0% 3.19% $98.5M $254.15
2025 Q3 REDUCED 500 -362,245 -99.9% 0.00% $127K $254.15
2025 Q2 ADDED 362,745 +362,245 +72449.0% 2.81% $74.4M $204.55
11 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%
← Back to Compound Planning, Inc. Holdings