Ownership history in WP Advisors, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which WP Advisors, 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 | 155,480 | -7,610 | -4.7% | 10.53% | $42.3M | $271.61 |
| 2025 Q3 | REDUCED | 163,090 | -470 | -0.3% | 10.56% | $41.5M | $254.15 |
| 2025 Q2 | ADDED | 163,560 | +2,825 | +1.8% | 9.22% | $33.6M | $204.55 |
| 2025 Q1 | REDUCED | 160,735 | -11,460 | -6.7% | 11.89% | $35.7M | $221.17 |
| 2024 Q4 | REDUCED | 172,195 | -5,599 | -3.1% | 14.37% | $43.1M | $249.06 |
| 2024 Q3 | REDUCED | 177,794 | -1,689 | -0.9% | 15.14% | $41.4M | $231.48 |
| 2024 Q2 | REDUCED | 179,483 | -342 | -0.2% | 12.07% | $37.8M | $209.00 |
| 2024 Q1 | REDUCED | 179,825 | -2,264 | -1.2% | 10.12% | $30.8M | $169.93 |
| 2023 Q4 | REDUCED | 182,089 | -10 | -0.0% | 12.98% | $35.1M | $190.55 |
| 2023 Q3 | REDUCED | 182,099 | -2,685 | -1.5% | 12.89% | $31.2M | $169.23 |
As of 2025 Q4 — sorted by position size