AAPL — APPLE INC

Ownership history in WorthPointe, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which WorthPointe, 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
1.82% (2023 Q3)
Avg. % of fund
1.28%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,834 +440 +3.9% 0.85% $3.2M $271.61
2025 Q3 REDUCED 11,394 -328 -2.8% 1.09% $2.9M $254.15
2025 Q2 REDUCED 11,722 -1,227 -9.5% 1.01% $2.4M $204.55
2025 Q1 REDUCED 12,949 -3,758 -22.5% 1.29% $2.9M $221.17
12 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%
← Back to WorthPointe, LLC Holdings