AAPL APPLE INC

Ownership history in Weaver Consulting Group  ·  28 quarters on record

This page tracks every 13F SEC filing in which Weaver Consulting Group 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
3.34% (2023 Q2)
Avg. % of fund
2.25%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 38,761 +1,656 +4.5% 2.58% $10.5M $271.61
2025 Q3 ADDED 37,105 +1,469 +4.1% 2.40% $9.4M $254.15
2025 Q2 REDUCED 35,636 -189 -0.5% 2.02% $7.3M $204.55
2025 Q1 REDUCED 35,825 -329 -0.9% 2.40% $8.0M $221.17
2024 Q4 REDUCED 36,154 -172 -0.5% 2.78% $9.1M $249.06
2024 Q3 ADDED 36,326 +906 +2.6% 2.69% $8.5M $231.48
2024 Q2 REDUCED 35,420 -3,636 -9.3% 2.60% $7.5M $209.00
2024 Q1 REDUCED 39,056 -659 -1.7% 2.48% $6.7M $169.93
2023 Q4 ADDED 39,715 +888 +2.3% 3.11% $7.6M $190.55
2023 Q3 REDUCED 38,827 -187 -0.5% 3.00% $6.6M $169.23
18 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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