Ownership history in WMS Partners, LLC · 61 quarters on record
This page tracks every 13F SEC filing in which WMS Partners, LLC reported a position in APPLE INC COM (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 Q3 | UNCHANGED | 263,095 | — | 0% | 3.69% | $65.9M | $254.15 |
| 2025 Q2 | UNCHANGED | 263,095 | — | 0% | 3.69% | $65.9M | $204.55 |
| 2025 Q1 | UNCHANGED | 263,095 | — | 0% | 3.69% | $65.9M | $221.17 |
| 2024 Q4 | ADDED | 263,095 | +6,526 | +2.5% | 3.69% | $65.9M | $249.06 |
| 2024 Q3 | ADDED | 256,569 | +43,784 | +20.6% | 3.35% | $59.8M | $231.48 |
| 2024 Q2 | ADDED | 212,785 | +4,194 | +2.0% | 2.86% | $44.8M | $209.00 |
| 2024 Q1 | REDUCED | 208,591 | -21,279 | -9.3% | 2.45% | $35.8M | $169.93 |
| 2023 Q4 | REDUCED | 229,870 | -31,421 | -12.0% | 3.26% | $44.3M | $190.55 |
| 2023 Q3 | REDUCED | 261,291 | -10,647 | -3.9% | 3.53% | $44.7M | $169.23 |
| 2023 Q2 | REDUCED | 271,938 | -18,525 | -6.4% | 4.15% | $52.7M | $191.46 |
As of 2025 Q4 — sorted by position size