AAPL — APPLE INC COM

Ownership history in Westover Capital Advisors, LLC  ·  64 quarters on record

This page tracks every 13F SEC filing in which Westover Capital Advisors, LLC 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
8.27% (2023 Q2)
Avg. % of fund
4.22%
First filed
2009 Q4
Last filed
2025 Q4
Quarters held
64
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 110,385 -340 -0.3% 5.46% $30.0M $271.61
2025 Q3 ADDED 110,725 +2,243 +2.1% 5.21% $28.2M $254.15
2025 Q2 REDUCED 108,482 -517 -0.5% 4.45% $22.3M $204.55
2025 Q1 REDUCED 108,999 -4,813 -4.2% 5.38% $24.2M $221.17
60 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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