AAPL — APPLE INC COM

Ownership history in WEST PACES ADVISORS INC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. reported a position in APPLE INC COM (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
2.19% (2023 Q3)
Avg. % of fund
1.32%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 21,066 +52 +0.2% 1.11% $5.7M $271.61
2025 Q3 REDUCED 21,014 -265 -1.2% 1.06% $5.4M $254.15
2025 Q2 REDUCED 21,279 -2,401 -10.1% 0.93% $4.4M $204.55
2025 Q1 REDUCED 23,680 -317 -1.3% 1.20% $5.3M $221.17
6 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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