AAPL — APPLE INC

Ownership history in WealthCollab, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which WealthCollab, 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
1.97% (2024 Q4)
Avg. % of fund
1.67%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 13,182 -134 -1.0% 1.47% $3.6M $271.61
2025 Q3 ADDED 13,316 +855 +6.9% 1.56% $3.4M $254.15
2025 Q2 ADDED 12,461 +32 +0.3% 1.43% $2.6M $204.55
2025 Q1 ADDED 12,429 +77 +0.6% 1.70% $2.8M $221.17
4 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%
← Back to WealthCollab, LLC Holdings