AAPL — APPLE INC

Ownership history in TILIA FIDUCIARY PARTNERS, INC.  ·  17 quarters on record

This page tracks every 13F SEC filing in which TILIA FIDUCIARY PARTNERS, INC. 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
5.91% (2023 Q3)
Avg. % of fund
4.79%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,127 +255 +0.9% 4.52% $8.2M $271.61
2025 Q3 REDUCED 29,872 -2,283 -7.1% 4.40% $7.6M $254.15
2025 Q2 REDUCED 32,155 -1,322 -3.9% 4.03% $6.6M $204.55
2025 Q1 ADDED 33,477 +919 +2.8% 4.96% $7.4M $221.17
13 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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