AAPL APPLE INC

Ownership history in Powers Advisory Group, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Powers Advisory 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
1.44% (2022 Q1)
Avg. % of fund
1.22%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 10,896 +11 +0.1% 1.12% $3.0M $271.61
2025 Q3 ADDED 10,885 +187 +1.7% 1.10% $2.8M $254.15
2025 Q2 ADDED 10,698 +154 +1.5% 0.97% $2.2M $204.55
2025 Q1 REDUCED 10,544 -2 -0.0% 1.12% $2.3M $221.17
2024 Q4 REDUCED 10,546 -136 -1.3% 1.32% $2.6M $249.06
2024 Q3 ADDED 10,682 +80 +0.8% 1.24% $2.5M $231.48
2024 Q2 ADDED 10,602 +578 +5.8% 1.22% $2.2M $209.00
2024 Q1 REDUCED 10,024 -953 -8.7% 0.98% $1.7M $169.93
2023 Q4 REDUCED 10,977 -77 -0.7% 1.30% $2.1M $190.55
2023 Q3 ADDED 11,054 +74 +0.7% 1.29% $1.9M $169.23
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
← Back to Powers Advisory Group, LLC Holdings