Ownership history in RMR Wealth Builders · 24 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in APPLE INC COM USD0.00001 (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 132,523 | +5,706 | +4.5% | 2.88% | $36.0M | $271.61 |
| 2025 Q3 | REDUCED | 126,817 | -497 | -0.4% | 2.70% | $32.3M | $254.15 |
| 2025 Q2 | ADDED | 127,314 | +6,925 | +5.8% | 2.37% | $26.1M | $204.55 |
| 2025 Q1 | ADDED | 120,389 | +1,127 | +0.9% | 2.81% | $26.7M | $221.17 |
| 2024 Q4 | ADDED | 119,262 | +786 | +0.7% | 3.11% | $29.9M | $249.06 |
| 2024 Q3 | ADDED | 118,476 | +1,601 | +1.4% | 2.93% | $27.6M | $231.48 |
| 2024 Q2 | REDUCED | 116,875 | -3,692 | -3.1% | 2.82% | $24.6M | $209.00 |
| 2024 Q1 | ADDED | 120,567 | +6,047 | +5.3% | 2.50% | $20.7M | $169.93 |
| 2023 Q4 | ADDED | 114,520 | +463 | +0.4% | 3.10% | $22.0M | $190.55 |
| 2023 Q3 | ADDED | 114,057 | +8,662 | +8.2% | 3.12% | $19.5M | $169.23 |
As of 2025 Q4 — sorted by position size