Ownership history in SlateStone Wealth, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which SlateStone Wealth, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 205,871 | -11,895 | -5.5% | 4.68% | $56.0M | $271.61 |
| 2025 Q3 | REDUCED | 217,766 | -21,549 | -9.0% | 4.80% | $55.5M | $254.15 |
| 2025 Q2 | REDUCED | 239,315 | -2,115 | -0.9% | 4.59% | $49.1M | $204.55 |
| 2025 Q1 | REDUCED | 241,430 | -7,334 | -2.9% | 5.38% | $53.6M | $221.17 |
As of 2025 Q4 — sorted by position size