Ownership history in TLWM · 33 quarters on record
This page tracks every 13F SEC filing in which TLWM 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 | ADDED | 14,449 | +472 | +3.4% | 0.72% | $3.9M | $271.61 |
| 2025 Q3 | ADDED | 13,977 | +526 | +3.9% | 0.64% | $3.6M | $254.15 |
| 2025 Q2 | ADDED | 13,451 | +29 | +0.2% | 0.52% | $2.8M | $204.55 |
| 2025 Q1 | ADDED | 13,422 | +444 | +3.4% | 0.60% | $3.0M | $221.17 |
| 2024 Q4 | ADDED | 12,978 | +310 | +2.4% | 0.64% | $3.2M | $249.06 |
| 2024 Q3 | REDUCED | 12,668 | -3,421 | -21.3% | 0.60% | $3.0M | $231.48 |
| 2024 Q2 | ADDED | 16,089 | +381 | +2.4% | 0.73% | $3.4M | $209.00 |
| 2024 Q1 | ADDED | 15,708 | +2,083 | +15.3% | 0.60% | $2.7M | $169.93 |
| 2023 Q4 | ADDED | 13,625 | +40 | +0.3% | 0.62% | $2.6M | $190.55 |
| 2023 Q3 | ADDED | 13,585 | +246 | +1.8% | 0.62% | $2.3M | $169.23 |
As of 2025 Q4 — sorted by position size