Ownership history in CWM, LLC · 66 quarters on record
This page tracks every 13F SEC filing in which CWM, 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 | 2,710,224 | +2,708,624 | +169289.0% | 2.00% | $736.8M | $271.61 |
| 2025 Q4 | REDUCED | 1,600 | -2,504,858 | -99.9% | 0.00% | $8K | $271.61 |
| 2025 Q3 | ADDED | 2,506,458 | +2,502,658 | +65859.4% | 1.92% | $638.2M | $254.15 |
| 2025 Q3 | REDUCED | 3,800 | -2,306,566 | -99.8% | 0.00% | $7K | $254.15 |
| 2025 Q2 | ADDED | 2,310,366 | +2,306,566 | +60699.1% | 1.67% | $474.0M | $204.55 |
| 2025 Q2 | REDUCED | 3,800 | -900 | -19.1% | 0.00% | $15K | $204.55 |
| 2025 Q1 | REDUCED | 4,700 | -2,289,540 | -99.8% | 0.00% | $19K | $221.17 |
| 2025 Q1 | ADDED | 2,294,240 | +110,064 | +5.0% | 2.03% | $509.6M | $221.17 |
| 2024 Q4 | ADDED | 2,184,176 | +112,449 | +5.4% | 2.27% | $547.0M | $249.06 |
| 2024 Q3 | ADDED | 2,071,727 | +71,463 | +3.6% | 2.08% | $482.7M | $231.48 |
As of 2025 Q4 — sorted by position size