AAPL — APPLE INC

Ownership history in Executive Wealth Management, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, 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
6.02% (2024 Q3)
Avg. % of fund
3.38%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 193,396 -9,684 -4.8% 3.79% $48.4M $249.06
2024 Q3 REDUCED 203,080 -3,824 -1.8% 6.02% $47.3M $231.48
2024 Q1 REDUCED 206,904 -7,715 -3.6% 3.08% $35.2M $169.93
2023 Q4 ADDED 214,619 +415 +0.2% 3.89% $41.3M $190.55
19 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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