AAPL APPLE INC

Ownership history in Empowered Funds, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Empowered Funds, 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
2.2% (2025 Q4)
Avg. % of fund
0.93%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,018,214 +212,408 +26.4% 2.20% $276.8M $271.61
2025 Q3 ADDED 805,806 +148,053 +22.5% 2.07% $205.2M $254.15
2025 Q2 ADDED 657,753 +181,067 +38.0% 1.53% $135.0M $204.55
2025 Q1 REDUCED 476,686 -18,677 -3.8% 1.51% $105.9M $221.17
2024 Q4 ADDED 495,363 +68,537 +16.1% 1.81% $124.0M $249.06
2024 Q3 REDUCED 426,826 -17,659 -4.0% 1.56% $99.5M $231.48
2024 Q2 ADDED 444,485 +166,106 +59.7% 1.62% $93.6M $209.00
2024 Q1 ADDED 278,379 +75,939 +37.5% 0.86% $47.7M $169.93
2023 Q4 ADDED 202,440 +31,120 +18.2% 0.98% $39.0M $190.55
2023 Q3 ADDED 171,320 +26,080 +18.0% 0.86% $29.3M $169.23
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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