Ownership history in WPWealth LLP · 11 quarters on record
This page tracks every 13F SEC filing in which WPWealth LLP 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 | ADDED | 26,771 | +1,023 | +4.0% | 1.14% | $7.3M | $271.61 |
| 2025 Q3 | REDUCED | 25,748 | -176 | -0.7% | 1.07% | $6.6M | $254.15 |
| 2025 Q2 | ADDED | 25,924 | +442 | +1.7% | 0.96% | $5.3M | $204.55 |
| 2024 Q4 | REDUCED | 25,482 | -599 | -2.3% | 1.30% | $6.4M | $249.06 |
As of 2025 Q4 — sorted by position size