AAPL — APPLE INC

Ownership history in Wealthquest Corp  ·  30 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp 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
1.9% (2015 Q3)
Avg. % of fund
1.16%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 57,286 +8,044 +16.3% 1.18% $15.6M $271.61
2025 Q3 ADDED 49,242 +1,607 +3.4% 1.00% $12.5M $254.15
2025 Q2 REDUCED 47,635 -1,576 -3.2% 0.77% $9.8M $204.55
2024 Q4 REDUCED 49,211 -521 -1.0% 1.00% $12.3M $249.06
26 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%
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