AAPL — APPLE INC

Ownership history in Pine Valley Investments Ltd Liability Co  ·  16 quarters on record

This page tracks every 13F SEC filing in which Pine Valley Investments Ltd Liability Co 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
5.04% (2023 Q2)
Avg. % of fund
2.21%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 196,397 +195,897 +39179.4% 2.64% $43.6M $271.61
2025 Q4 ADDED 500 +200 +66.7% 0.01% $111K $271.61
2025 Q4 REDUCED 300 -202,438 -99.9% 0.00% $67K $271.61
2024 Q4 REDUCED 202,738 -6,574 -3.1% 3.04% $50.8M $249.06
12 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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