Ownership history in Falcon Wealth Planning · 21 quarters on record
This page tracks every 13F SEC filing in which Falcon Wealth Planning 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 276,154 | +2,225 | +0.8% | 6.32% | $75.1M | $271.61 |
| 2025 Q3 | ADDED | 273,929 | +3,714 | +1.4% | 6.27% | $69.8M | $254.15 |
| 2025 Q2 | REDUCED | 270,215 | -2,570 | -0.9% | 5.60% | $55.4M | $204.55 |
| 2025 Q1 | ADDED | 272,785 | +34,959 | +14.7% | 6.73% | $60.6M | $221.17 |
| 2024 Q4 | REDUCED | 237,826 | -31,611 | -11.7% | 6.64% | $59.6M | $249.06 |
| 2024 Q3 | ADDED | 269,437 | +1,190 | +0.4% | 7.37% | $62.8M | $231.48 |
| 2024 Q2 | REDUCED | 268,247 | -947 | -0.4% | 7.34% | $56.5M | $209.00 |
| 2024 Q1 | ADDED | 269,194 | +5,507 | +2.1% | 7.32% | $46.2M | $169.93 |
| 2023 Q4 | ADDED | 263,687 | +4,998 | +1.9% | 8.88% | $50.8M | $190.55 |
| 2023 Q3 | REDUCED | 258,689 | -58 | -0.0% | 9.60% | $44.3M | $169.23 |
As of 2025 Q4 — sorted by position size