AAPL — APPLE INC

Ownership history in WILLNER & HELLER, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC 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
4.9% (2022 Q3)
Avg. % of fund
4.11%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 19,302 -127 -0.7% 3.77% $5.2M $271.61
2025 Q3 REDUCED 19,429 -319 -1.6% 3.80% $4.9M $254.15
2025 Q2 REDUCED 19,748 -328 -1.6% 3.41% $4.1M $204.55
2025 Q1 ADDED 20,076 +319 +1.6% 4.12% $4.5M $221.17
8 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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