AAPL — APPLE INC COM

Ownership history in DMC Group, LLC · 17 quarters on record

This page tracks every 13F SEC filing in which DMC Group, LLC reported a position in APPLE INC COM (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

22.73% (2022 Q1)

Avg. % of fund

12.89%

First filed

2021 Q4

Last filed

2025 Q4

Quarters held

17

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	52,947	+445	+0.8%	9.60%	$14.4M	$271.61
2025 Q3	ADDED	52,502	+140	+0.3%	9.25%	$13.4M	$254.15
2025 Q2	ADDED	52,362	+266	+0.5%	8.35%	$10.7M	$204.55
2025 Q1	REDUCED	52,096	-171	-0.3%	9.43%	$11.6M	$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%

← Back to DMC Group, LLC Holdings