AAPL — APPLE INC

Ownership history in DAVIS-REA LTD. · 59 quarters on record

This page tracks every 13F SEC filing in which DAVIS-REA LTD. 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

6.92% (2022 Q1)

Avg. % of fund

2.91%

First filed

2009 Q4

Last filed

2025 Q4

Quarters held

59

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	21,244	-530	-2.4%	1.45%	$5.8M	$271.61
2025 Q3	REDUCED	21,774	-40,173	-64.9%	1.35%	$5.5M	$254.15
2025 Q2	ADDED	61,947	+39,666	+178.0%	3.15%	$12.7M	$204.55
2025 Q1	ADDED	22,281	+1,610	+7.8%	1.32%	$4.9M	$221.17

% 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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