Ownership history in Wealth Architects, LLC · 45 quarters on record
This page tracks every 13F SEC filing in which Wealth Architects, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 164,127 | -12,370 | -7.0% | 4.02% | $44.6M | $271.61 |
| 2025 Q3 | REDUCED | 176,497 | -11,191 | -6.0% | 4.24% | $44.9M | $254.15 |
| 2025 Q2 | REDUCED | 187,688 | -399,593 | -68.0% | 3.91% | $38.5M | $204.55 |
| 2025 Q1 | ADDED | 587,281 | +411,878 | +234.8% | 1.98% | $18.0M | $221.17 |
| 2024 Q4 | REDUCED | 175,403 | -6,800 | -3.7% | 4.96% | $43.9M | $249.06 |
| 2024 Q3 | ADDED | 182,203 | +12,052 | +7.1% | 4.80% | $42.5M | $231.48 |
| 2024 Q2 | ADDED | 170,151 | +45,017 | +36.0% | 4.38% | $35.8M | $209.00 |
| 2024 Q1 | REDUCED | 125,134 | -2,709 | -2.1% | 2.83% | $21.5M | $169.93 |
| 2023 Q4 | ADDED | 127,843 | +3,643 | +2.9% | 3.45% | $24.6M | $190.55 |
| 2023 Q3 | REDUCED | 124,200 | -2,064 | -1.6% | 3.62% | $21.3M | $169.23 |
As of 2025 Q4 — sorted by position size