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
2024 Q4 REDUCED 23,997 -377 -1.5% 1.47% $6.0M $249.06
2024 Q3 REDUCED 24,374 -229 -0.9% 1.39% $5.7M $231.48
2024 Q2 REDUCED 24,603 -678 -2.7% 1.35% $5.2M $209.00
2024 Q1 ADDED 25,281 +238 +1.0% 1.14% $4.3M $169.93
2023 Q4 ADDED 25,043 +4,820 +23.8% 1.35% $4.8M $190.55
2023 Q3 INITIATED 20,223 2.19% $2.3M
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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