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.
| 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 |
| 2024 Q4 | ADDED | 29,003 | +7,458 | +34.6% | 2.86% | $7.3M | $249.06 |
| 2024 Q3 | ADDED | 21,545 | +745 | +3.6% | 2.07% | $5.0M | $231.48 |
| 2024 Q2 | REDUCED | 20,800 | -135 | -0.6% | 1.96% | $4.4M | $209.00 |
| 2024 Q1 | ADDED | 20,935 | +1,691 | +8.8% | 1.64% | $3.6M | $169.93 |
| 2023 Q4 | ADDED | 19,244 | +6 | +0.0% | 1.73% | $3.7M | $190.55 |
| 2023 Q3 | ADDED | 19,238 | +909 | +5.0% | 1.74% | $3.3M | $169.23 |
As of 2025 Q4 — sorted by position size