AAPL APPLE INC COM

Ownership history in Elyxium Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Elyxium Wealth, 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
18.36% (2024 Q4)
Avg. % of fund
12.46%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 120,286 -6,405 -5.1% 9.07% $32.7M $271.61
2025 Q3 REDUCED 126,691 -10,018 -7.3% 11.25% $32.3M $254.15
2025 Q2 ADDED 136,709 +1,835 +1.4% 10.52% $28.0M $204.55
2025 Q1 ADDED 134,874 +14,496 +12.0% 13.27% $30.0M $221.17
2024 Q4 ADDED 120,378 +24,364 +25.4% 18.36% $30.1M $249.06
2024 Q3 INITIATED 96,014 12.31% $22.4M $231.48
% of Fund (quarterly)    AAPL price (monthly, adj. close)
← Back to Elyxium Wealth, LLC Holdings