AAPL — APPLE INC

Ownership history in Quartz Partners, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Quartz Partners, 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
4.06% (2024 Q4)
Avg. % of fund
3.5%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,480 -6,238 -17.5% 2.98% $8.0M $271.61
2025 Q3 ADDED 35,718 +5,270 +17.3% 3.29% $9.1M $254.15
2025 Q2 ADDED 30,448 +683 +2.3% 2.86% $6.2M $204.55
2025 Q1 ADDED 29,765 +3,136 +11.8% 4.01% $6.6M $221.17
2024 Q4 ADDED 26,629 +470 +1.8% 4.06% $6.7M $249.06
2024 Q3 INITIATED 26,159 — — 3.82% $6.1M $231.48
% 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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