Ownership history in Segment Wealth Management, LLC · 56 quarters on record
This page tracks every 13F SEC filing in which Segment Wealth Management, LLC reported a position in APPLE INC COM (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 | 151,268 | +433 | +0.3% | 2.38% | $41.1M | $271.61 |
| 2025 Q3 | REDUCED | 150,835 | -514 | -0.3% | 2.30% | $38.4M | $254.15 |
| 2025 Q2 | REDUCED | 151,349 | -1,149 | -0.8% | 1.97% | $31.1M | $204.55 |
| 2025 Q1 | ADDED | 152,498 | +4,453 | +3.0% | 2.29% | $33.9M | $221.17 |
| 2024 Q4 | ADDED | 148,045 | +265 | +0.2% | 2.53% | $37.1M | $249.06 |
| 2024 Q3 | REDUCED | 147,780 | -1,314 | -0.9% | 2.37% | $34.4M | $231.48 |
| 2024 Q2 | REDUCED | 149,094 | -3,294 | -2.2% | 2.32% | $31.4M | $209.00 |
| 2024 Q1 | ADDED | 152,388 | +7,337 | +5.1% | 1.99% | $26.1M | $169.93 |
| 2023 Q4 | REDUCED | 145,051 | -6,474 | -4.3% | 2.47% | $27.9M | $190.55 |
| 2023 Q3 | ADDED | 151,525 | +149,525 | +7476.2% | 2.64% | $25.9M | $169.23 |
As of 2025 Q4 — sorted by position size