AAPL — APPLE INC

Ownership history in Dynamic Advisor Solutions LLC  ·  58 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions 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.

Peak position
4.87% (2024 Q4)
Avg. % of fund
2.1%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
58
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 384,747 -68,473 -15.1% 3.26% $101.5M $271.61
2025 Q3 ADDED 453,220 +441,720 +3841.0% 3.27% $112.5M $254.15
2025 Q2 REDUCED 11,500 -431,669 -97.4% 0.00% $84K $204.55
2025 Q2 ADDED 443,169 +431,669 +3753.6% 2.81% $90.9M $204.55
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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