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
2024 Q4 REDUCED 12,352 -387 -3.0% 1.97% $3.1M $249.06
2024 Q3 REDUCED 12,739 -265 -2.0% 1.94% $3.0M $231.48
2024 Q2 UNCHANGED 13,004 0% 1.65% $2.2M $209.00
2024 Q1 INITIATED 13,004 1.65% $2.2M
% of Fund (quarterly)    AAPL price (monthly, adj. close)
← Back to WealthCollab, LLC Holdings