Ownership history in XML Financial, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which XML Financial, 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 | 115,371 | -6,549 | -5.4% | 2.56% | $31.4M | $271.61 |
| 2025 Q3 | REDUCED | 121,920 | -1,017 | -0.8% | 2.53% | $31.0M | $254.15 |
| 2025 Q2 | ADDED | 122,937 | +122,337 | +20389.5% | 2.18% | $25.2M | $204.55 |
| 2025 Q1 | REDUCED | 600 | -129,496 | -99.5% | 0.01% | $133K | $221.17 |
| 2025 Q1 | REDUCED | 130,096 | -1,095 | -0.8% | 2.70% | $28.9M | $221.17 |
| 2024 Q4 | ADDED | 131,191 | +1,351 | +1.0% | 3.01% | $32.9M | $249.06 |
| 2024 Q3 | REDUCED | 129,840 | -1,276 | -1.0% | 2.81% | $30.3M | $231.48 |
| 2024 Q2 | REDUCED | 131,116 | -3,376 | -2.5% | 2.78% | $27.6M | $209.00 |
| 2024 Q1 | REDUCED | 134,492 | -9,618 | -6.7% | 2.36% | $23.1M | $169.93 |
| 2023 Q4 | REDUCED | 144,110 | -8,133 | -5.3% | 2.93% | $27.7M | $190.55 |
As of 2025 Q4 — sorted by position size