AAPL — APPLE INC

Ownership history in Whelan Financial  ·  17 quarters on record

This page tracks every 13F SEC filing in which Whelan Financial 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
2.86% (2024 Q4)
Avg. % of fund
1.74%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 33,560 -1,113 -3.2% 2.85% $9.1M $271.61
2025 Q3 ADDED 34,673 +3,720 +12.0% 2.80% $8.8M $254.15
2025 Q2 ADDED 30,953 +109 +0.4% 2.30% $6.4M $204.55
2025 Q1 ADDED 30,844 +1,841 +6.3% 2.66% $6.9M $221.17
13 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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