AAPL β€” APPLE INC

Ownership history in Wilmar Advisors LLC  Β·  5 quarters on record

AI Ownership Summary

Wilmar Advisors LLC reported APPLE INC (AAPL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 27.8% in 2024 Q4. The latest visible filing shows AAPL at 22.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wilmar Advisors LLC's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AAPL was reported at 22.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
27.8% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wilmar Advisors LLC held AAPL β€” position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 106,000 β€” 0% 22.51% $28.8M 2026-02-14 (Est.) $255.78
2025 Q3 UNCHANGED 106,000 β€” 0% 22.15% $27.0M 2025-11-13 $272.69
2025 Q2 REDUCED 106,000 -4,000 -3.6% 20.69% $21.7M 2025-08-14 $232.34
2025 Q1 REDUCED 110,000 -10,000 -8.3% 25.29% $24.4M 2025-05-12 $210.15
2024 Q4 INITIATED 120,000 β€” β€” 27.80% $30.1M 2025-02-05 $231.21

FAQ About Wilmar Advisors LLC and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wilmar Advisors LLC reported owning AAPL?

Wilmar Advisors LLC reported AAPL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported AAPL position in Wilmar Advisors LLC's portfolio?

The largest reported portfolio weight for AAPL was 27.80% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Wilmar Advisors LLC reported 106,000 shares, equal to 22.51% of portfolio, with an estimated market value of $28.8M.

What does the chart on this AAPL ownership page compare?

The chart compares Wilmar Advisors LLC's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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