AAPL — APPLE INC

Ownership history in FULLCIRCLE WEALTH LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which FULLCIRCLE WEALTH 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
2.82% (2024 Q2)
Avg. % of fund
2.27%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 19,924 +118 +0.6% 1.90% $5.4M $254.15
2025 Q2 REDUCED 19,806 -3,722 -15.8% 1.50% $4.0M $204.55
2025 Q1 REDUCED 23,528 -2,422 -9.3% 2.04% $4.9M $221.17
2024 Q4 REDUCED 25,950 -647 -2.4% 2.56% $6.3M $249.06
2 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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