Ownership history in SVB WEALTH LLC · 47 quarters on record
This page tracks every 13F SEC filing in which SVB WEALTH LLC reported a position in Apple (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 | 378,890 | -82,951 | -18.0% | 6.07% | $103.0M | $271.61 |
| 2025 Q3 | REDUCED | 461,841 | -34,450 | -6.9% | 6.33% | $117.6M | $254.15 |
| 2025 Q2 | REDUCED | 496,291 | -244,819 | -33.0% | 5.46% | $101.8M | $204.55 |
| 2025 Q1 | REDUCED | 741,110 | -863,759 | -53.8% | 6.76% | $164.6M | $221.17 |
| 2024 Q4 | ADDED | 1,604,869 | +1,601,950 | +54880.1% | 7.51% | $401.9M | $249.06 |
| 2024 Q3 | REDUCED | 2,919 | -1,659,738 | -99.8% | 0.58% | $680K | $231.48 |
| 2024 Q2 | REDUCED | 1,662,657 | -24,613 | -1.5% | 8.67% | $350.2M | $209.00 |
| 2024 Q1 | ADDED | 1,687,270 | +685,903 | +68.5% | 6.45% | $289.3M | $169.93 |
| 2023 Q4 | REDUCED | 1,001,367 | -888,072 | -47.0% | 4.69% | $192.8M | $190.55 |
| 2023 Q3 | REDUCED | 1,889,439 | -63,369 | -3.2% | 7.10% | $323.5M | $169.23 |
As of 2025 Q4 — sorted by position size