AAPL — APPLE INC

Ownership history in Platform Technology Partners  ·  20 quarters on record

This page tracks every 13F SEC filing in which Platform Technology Partners 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
11.0% (2023 Q2)
Avg. % of fund
9.04%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 143,126 +4,371 +3.2% 8.29% $38.9M $271.61
2025 Q3 REDUCED 138,755 -425 -0.3% 8.47% $35.3M $254.15
2025 Q2 REDUCED 139,180 -1,447 -1.0% 7.46% $28.6M $204.55
2025 Q1 ADDED 140,627 +11,348 +8.8% 9.09% $31.2M $221.17
16 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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