AAPL — APPLE INC

Ownership history in Griffith & Werner, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Griffith & Werner, Inc. 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
4.06% (2024 Q4)
Avg. % of fund
3.82%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 26,842 -248 -0.9% 3.72% $7.3M $271.61
2025 Q3 ADDED 27,090 +115 +0.4% 3.78% $7.3M $254.15
2025 Q1 ADDED 26,975 +2,390 +9.7% 3.73% $6.0M $221.17
2024 Q4 INITIATED 24,585 — — 4.06% $6.2M $249.06
% 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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