AAPL — APPLE INC

Ownership history in HighPoint Advisor Group LLC  ·  37 quarters on record

This page tracks every 13F SEC filing in which HighPoint Advisor Group 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
12.58% (2024 Q3)
Avg. % of fund
7.41%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 948,529 +5,721 +0.6% 11.96% $257.9M $271.61
2025 Q3 ADDED 942,808 +11,173 +1.2% 11.44% $240.1M $254.15
2025 Q2 ADDED 931,635 +879 +0.1% 10.16% $191.1M $204.55
2025 Q1 REDUCED 930,756 -26 -0.0% 11.44% $196.6M $221.17
33 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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