AAPL — APPLE INC

Ownership history in SPIREPOINT PRIVATE CLIENT, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which SPIREPOINT PRIVATE CLIENT, 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.

Peak position
4.56% (2024 Q4)
Avg. % of fund
4.04%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 170,031 +16,169 +10.5% 4.42% $46.2M $271.61
2025 Q3 ADDED 153,862 +9,849 +6.8% 4.12% $39.2M $254.15
2025 Q2 REDUCED 144,013 -168 -0.1% 3.34% $29.5M $204.55
2025 Q1 REDUCED 144,181 -1,253 -0.9% 4.18% $32.0M $221.17
4 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%
← Back to SPIREPOINT PRIVATE CLIENT, LLC Holdings