AAPL APPLE INC

Ownership history in Navalign, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Navalign, 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
9.37% (2023 Q2)
Avg. % of fund
7.19%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 101,073 -308 -0.3% 6.74% $27.5M $271.61
2025 Q3 REDUCED 101,381 -64 -0.1% 6.81% $25.8M $254.15
2025 Q2 REDUCED 101,445 -590 -0.6% 5.74% $20.8M $204.55
2025 Q1 REDUCED 102,035 -982 -1.0% 6.46% $22.7M $221.17
2024 Q4 ADDED 103,017 +2,829 +2.8% 7.58% $25.8M $249.06
2024 Q3 ADDED 100,188 +3,813 +4.0% 6.87% $23.3M $231.48
2024 Q2 REDUCED 96,375 -9,549 -9.0% 6.41% $20.3M $209.00
2024 Q1 REDUCED 105,924 -292 -0.3% 6.02% $18.2M $169.93
2023 Q4 REDUCED 106,216 -17,193 -13.9% 7.14% $20.4M $190.55
2023 Q3 ADDED 123,409 +2,262 +1.9% 8.02% $21.1M $169.23
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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