AAPL APPLE INC

Ownership history in Integrity Wealth Solutions LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Integrity Wealth Solutions 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
2.65% (2023 Q4)
Avg. % of fund
2.08%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 17,139 -27 -0.2% 1.84% $4.7M $271.61
2025 Q3 ADDED 17,166 +1,869 +12.2% 1.95% $4.4M $254.15
2025 Q2 REDUCED 15,297 -104 -0.7% 1.53% $3.1M $204.55
2025 Q1 REDUCED 15,401 -121 -0.8% 1.85% $3.4M $221.17
2024 Q4 REDUCED 15,522 -1,035 -6.3% 2.18% $3.9M $249.06
2024 Q3 REDUCED 16,557 -46 -0.3% 2.25% $3.9M $231.48
2024 Q2 REDUCED 16,603 -3,043 -15.5% 2.27% $3.5M $209.00
2024 Q1 REDUCED 19,646 -265 -1.3% 2.20% $3.4M $169.93
2023 Q4 INITIATED 19,911 2.65% $3.8M
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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