Ownership history in Cornerstone Wealth Group, LLC · 30 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Group, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 269,652 | +253,852 | +1606.7% | 5.01% | $73.3M | $271.61 |
| 2025 Q4 | REDUCED | 15,800 | -216,584 | -93.2% | 0.00% | $15K | $271.61 |
| 2025 Q3 | ADDED | 232,384 | +214,084 | +1169.9% | 4.00% | $59.2M | $254.15 |
| 2025 Q3 | REDUCED | 18,300 | -205,312 | -91.8% | 0.00% | $42K | $254.15 |
| 2025 Q2 | ADDED | 223,612 | +205,312 | +1121.9% | 3.44% | $45.9M | $204.55 |
| 2025 Q2 | REDUCED | 18,300 | -201,296 | -91.7% | 0.01% | $141K | $204.55 |
| 2025 Q1 | REDUCED | 219,596 | -20,862 | -8.7% | 4.04% | $48.8M | $221.17 |
| 2024 Q4 | ADDED | 240,458 | +7,793 | +3.3% | 4.91% | $60.2M | $249.06 |
| 2024 Q3 | ADDED | 232,665 | +1,044 | +0.5% | 4.48% | $54.2M | $231.48 |
| 2024 Q2 | ADDED | 231,621 | +7,245 | +3.2% | 4.34% | $48.8M | $209.00 |
As of 2025 Q4 — sorted by position size