AAPL APPLE INC

Ownership history in Solutions 4 Wealth, Ltd  ·  9 quarters on record

This page tracks every 13F SEC filing in which Solutions 4 Wealth, Ltd 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
8.66% (2023 Q4)
Avg. % of fund
5.68%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,858 -221 -1.8% 4.87% $3.2M $271.61
2025 Q3 REDUCED 12,079 -68 -0.6% 4.77% $3.1M $254.15
2025 Q2 REDUCED 12,147 -2 -0.0% 4.15% $2.5M $204.55
2025 Q1 REDUCED 12,149 -199 -1.6% 4.76% $2.7M $221.17
2024 Q4 REDUCED 12,348 -198 -1.6% 5.60% $3.1M $249.06
2024 Q3 REDUCED 12,546 -741 -5.6% 5.72% $2.9M $231.48
2024 Q2 ADDED 13,287 +269 +2.1% 6.35% $2.8M $209.00
2024 Q1 REDUCED 13,018 -761 -5.5% 6.27% $2.2M $169.93
2023 Q4 INITIATED 13,779 8.66% $2.7M
% of Fund (quarterly)    AAPL price (monthly, adj. close)
← Back to Solutions 4 Wealth, Ltd Holdings