AAPL — APPLE INC Common

Ownership history in Destination Wealth Management  ·  100 quarters on record

AI Ownership Summary

Destination Wealth Management reported APPLE INC Common (AAPL) in 100 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 6.52% in 2024 Q4. The latest visible filing shows AAPL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Destination Wealth Management's position in APPLE INC Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AAPL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.52% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AAPL stock page Destination Wealth Management fund profile Destination Wealth Management full holdings
How Destination Wealth Management held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 28 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,500 +2,000 +400.0% 0.00% $598 2026-02-14 (Est.) $255.78
2025 Q4 REDUCED 500 -862,317 -99.9% 0.00% $38K 2026-02-14 (Est.) $255.78
2025 Q4 ADDED 862,817 +862,317 +172463.4% 6.14% $234.6M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 500 +300 +150.0% 0.00% $50 2025-11-14 $272.16
2025 Q3 REDUCED 200 -873,191 -100.0% 0.00% $16K 2025-11-14 $272.16
2025 Q3 ADDED 873,391 +873,191 +436595.5% 6.12% $222.4M 2025-11-14 $272.16
2025 Q2 REDUCED 200 -844,519 -100.0% 0.00% $9K 2025-08-14 $232.34
2025 Q2 ADDED 844,719 +844,619 +844619.0% 5.08% $173.3M 2025-08-14 $232.34
2025 Q1 REDUCED 100 -803,884 -100.0% 0.00% $9K 2025-05-15 $210.81
2025 Q1 ADDED 803,984 +794,984 +8833.2% 5.63% $178.6M 2025-05-15 $210.81
2024 Q4 ADDED 9,000 +8,900 +8900.0% 0.00% $85 2025-02-07 $226.39
2024 Q4 REDUCED 100 -832,020 -100.0% 0.00% $12K 2025-02-07 $226.39
2024 Q4 ADDED 832,120 +823,120 +9145.8% 6.52% $208.4M 2025-02-07 $226.39
2024 Q3 ADDED 9,000 +8,900 +8900.0% 0.00% $269 2024-11-25 $231.60
2024 Q3 REDUCED 100 -841,568 -100.0% 0.00% $10K 2024-11-25 $231.60
2024 Q3 ADDED 841,668 +832,668 +9251.9% 6.08% $196.1M 2024-11-25 $231.60
2024 Q2 ADDED 9,000 +8,900 +8900.0% 0.00% $470 2024-07-25 $215.82
2024 Q2 REDUCED 100 -865,929 -100.0% 0.00% $8K 2024-07-25 $215.82
2024 Q2 ADDED 866,029 +857,029 +9522.5% 6.03% $182.4M 2024-07-25 $215.82
2024 Q1 ADDED 9,000 +8,900 +8900.0% 0.00% $4K 2024-05-14 $185.99
2024 Q1 REDUCED 100 -881,483 -100.0% 0.00% $5K 2024-05-14 $185.99
2024 Q1 ADDED 881,583 +872,583 +9695.4% 5.03% $151.2M 2024-05-14 $185.99
2023 Q4 ADDED 9,000 +8,900 +8900.0% 0.00% $5K 2024-02-14 $182.49
2023 Q4 REDUCED 100 -866,163 -100.0% 0.00% $7K 2024-02-14 $182.49
2023 Q4 ADDED 866,263 +866,163 +866163.0% 5.78% $166.8M 2024-02-14 $182.49
2023 Q3 REDUCED 100 -10,900 -99.1% 0.00% $5K 2023-11-14 $185.51
2023 Q3 REDUCED 11,000 -870,852 -98.8% 0.00% $14K 2023-11-14 $185.51
2023 Q3 ADDED 881,852 +881,752 +881752.0% 5.87% $151.0M 2023-11-14 $185.51
72 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About Destination Wealth Management and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Destination Wealth Management reported owning AAPL?

Destination Wealth Management reported AAPL across 28 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AAPL position in Destination Wealth Management's portfolio?

The largest reported portfolio weight for AAPL was 6.52% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Destination Wealth Management reported 2,500 shares, equal to 0.00% of portfolio, with an estimated market value of $598.

What does the chart on this AAPL ownership page compare?

The chart compares Destination Wealth Management's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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