AAPL APPLE INC

Ownership history in Tradewinds, LLC.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Tradewinds, 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
12.31% (2023 Q4)
Avg. % of fund
5.45%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 77,814 -2,159 -2.7% 5.05% $21.2M $271.61
2025 Q3 ADDED 79,973 +77,172 +2755.2% 4.96% $20.4M $254.15
2025 Q2 REDUCED 2,801 -78,268 -96.5% 0.44% $575K $204.55
2025 Q1 REDUCED 81,069 -236 -0.3% 5.08% $18.0M $221.17
2024 Q4 ADDED 81,305 +736 +0.9% 5.28% $19.0M $249.06
2024 Q3 ADDED 80,569 +1,668 +2.1% 5.78% $18.8M $231.48
2024 Q2 ADDED 78,901 +23,785 +43.2% 5.11% $16.6M $209.00
2024 Q1 ADDED 55,116 +952 +1.8% 4.52% $9.5M $169.93
2023 Q4 REDUCED 54,164 -878 -1.6% 12.31% $10.4M $190.55
2023 Q3 REDUCED 55,042 -42 -0.1% 5.53% $9.4M $169.23
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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