Ownership history in Widmann Financial Services, Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Widmann Financial Services, Inc. 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 | 27,647 | -1,160 | -4.0% | 4.60% | $7.5M | $271.61 |
| 2025 Q3 | ADDED | 28,807 | +371 | +1.3% | 4.61% | $7.3M | $254.15 |
| 2025 Q2 | ADDED | 28,436 | +1,306 | +4.8% | 4.07% | $5.8M | $204.55 |
| 2025 Q1 | REDUCED | 27,130 | -643 | -2.3% | 4.68% | $6.0M | $221.17 |
| 2024 Q4 | REDUCED | 27,773 | -791 | -2.8% | 5.38% | $7.0M | $249.06 |
| 2024 Q3 | REDUCED | 28,564 | -368 | -1.3% | 5.04% | $6.7M | $231.48 |
| 2024 Q2 | REDUCED | 28,932 | -181 | -0.6% | 4.96% | $6.1M | $209.00 |
| 2024 Q1 | ADDED | 29,113 | +353 | +1.2% | 4.19% | $5.0M | $169.93 |
| 2023 Q4 | REDUCED | 28,760 | -2,850 | -9.0% | 4.99% | $5.5M | $190.55 |
| 2023 Q3 | REDUCED | 31,610 | -424 | -1.3% | 5.39% | $5.4M | $169.23 |
As of 2025 Q4 — sorted by position size