Ownership history in HighMark Wealth Management LLC · 25 quarters on record
This page tracks every 13F SEC filing in which HighMark 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 7,924 | -484 | -5.8% | 0.88% | $2.2M | $271.61 |
| 2025 Q3 | ADDED | 8,408 | +64 | +0.8% | 0.94% | $2.1M | $254.15 |
| 2025 Q2 | ADDED | 8,344 | +1,284 | +18.2% | 0.84% | $1.7M | $204.55 |
| 2025 Q1 | REDUCED | 7,060 | -105 | -1.5% | 0.94% | $1.6M | $221.17 |
| 2024 Q4 | ADDED | 7,165 | +135 | +1.9% | 1.03% | $1.8M | $249.06 |
| 2024 Q3 | ADDED | 7,030 | +88 | +1.3% | 0.90% | $1.6M | $231.48 |
| 2024 Q2 | ADDED | 6,942 | +2,179 | +45.7% | 0.88% | $1.5M | $209.00 |
| 2024 Q1 | ADDED | 4,763 | +118 | +2.5% | 0.52% | $834K | $169.93 |
| 2023 Q4 | ADDED | 4,645 | +12 | +0.3% | 0.66% | $894K | $190.55 |
| 2023 Q3 | REDUCED | 4,633 | -187 | -3.9% | 0.66% | $793K | $169.23 |
As of 2025 Q4 — sorted by position size