AAPL APPLE INC

Ownership history in NWAM LLC  ·  42 quarters on record

This page tracks every 13F SEC filing in which NWAM 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
18.23% (2024 Q2)
Avg. % of fund
4.53%
First filed
2015 Q3
Last filed
2025 Q4
Quarters held
42
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 252,603 -15,192 -5.7% 3.66% $65.5M $271.61
2025 Q3 REDUCED 267,795 -3,334 -1.2% 4.85% $69.0M $254.15
2025 Q2 REDUCED 271,129 -2,474 -0.9% 4.60% $56.5M $204.55
2025 Q1 REDUCED 273,603 -4,137 -1.5% 5.23% $60.8M $221.17
38 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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