AAPL — APPLE INC

Ownership history in Marks Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Marks 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
4.64% (2025 Q4)
Avg. % of fund
1.33%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 50,988 +38,301 +301.9% 4.64% $13.9M $271.61
2022 Q2 REDUCED 12,687 -237 -1.8% 2.04% $1.7M $134.15
2022 Q1 REDUCED 12,924 -48 -0.4% 0.69% $2.3M $171.08
2021 Q4 REDUCED 12,972 -330 -2.5% 0.72% $2.3M $173.76
4 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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