AAPL — APPLE INC COM

Ownership history in EVOKE WEALTH, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which EVOKE 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
2.1% (2025 Q1)
Avg. % of fund
1.27%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 72,700 -328,905 -81.9% 0.37% $19.8M $271.61
2025 Q4 ADDED 401,605 +328,905 +452.4% 2.04% $109.2M $271.61
2025 Q3 REDUCED 72,700 -309,984 -81.0% 0.37% $18.5M $254.15
2025 Q3 ADDED 382,684 +19,577 +5.4% 1.97% $97.4M $254.15
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% 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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