AAPL — APPLE INC COM

Ownership history in Sharp Wealth Advisory, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Sharp Wealth Advisory, 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.

Peak position
1.15% (2024 Q2)
Avg. % of fund
0.83%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,154 +318 +5.4% 0.84% $1.7M $271.61
2025 Q3 ADDED 5,836 +295 +5.3% 0.81% $1.5M $254.15
2025 Q2 ADDED 5,541 +807 +17.0% 0.73% $1.1M $204.55
2025 Q1 ADDED 4,734 +971 +25.8% 0.80% $1.1M $221.17
3 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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