Ownership history in Windle Wealth, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Windle Wealth, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 41,963 | -1,317 | -3.0% | 5.11% | $11.4M | $271.61 |
| 2025 Q3 | ADDED | 43,280 | +264 | +0.6% | 4.93% | $11.0M | $254.15 |
| 2025 Q2 | ADDED | 43,016 | +2,239 | +5.5% | 4.31% | $8.8M | $204.55 |
| 2025 Q1 | REDUCED | 40,777 | -2,558 | -5.9% | 4.67% | $9.1M | $221.17 |
| 2024 Q4 | REDUCED | 43,335 | -101 | -0.2% | 6.00% | $10.9M | $249.06 |
| 2024 Q3 | REDUCED | 43,436 | -1,198 | -2.7% | 5.50% | $10.1M | $231.48 |
| 2024 Q2 | ADDED | 44,634 | +7,545 | +20.3% | 5.73% | $9.4M | $209.00 |
| 2024 Q1 | ADDED | 37,089 | +1,699 | +4.8% | 4.05% | $6.4M | $169.93 |
| 2023 Q4 | REDUCED | 35,390 | -1,487 | -4.0% | 4.78% | $6.8M | $190.55 |
| 2023 Q3 | REDUCED | 36,877 | -3,510 | -8.7% | 4.71% | $6.3M | $169.23 |
As of 2025 Q4 — sorted by position size