AAPL — APPLE INC

Ownership history in O'Dell Group, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which O'Dell 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
6.5% (2020 Q3)
Avg. % of fund
4.76%
First filed
2018 Q2
Last filed
2025 Q3
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 91,893 +606 +0.7% 5.02% $23.4M $254.15
2025 Q2 REDUCED 91,287 -321 -0.4% 4.67% $18.7M $204.55
2025 Q1 REDUCED 91,608 -541 -0.6% 5.27% $20.3M $221.17
2024 Q4 REDUCED 92,149 -2,625 -2.8% 5.20% $23.1M $249.06
26 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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