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Disclosery

AAPL APPLE INC

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COM (common), issuer CIK 320193

5,598 managers (5,669 13F filers) reported a position in AAPL shares at 2024-12-31, 9,445,877,864 shares in all. 90 filers opened a position and 96 filers sold out during the quarter.

Managers
5,598
13F filers
5,669
New
90
Added
2,010
Reduced
2,610
Sold out
96
Shares held by filers
9,445,877,864

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Newstead Jenniferofficer (SVP, GC and Government Affairs)2026-10-13-2,399 S$345Form 4
Newstead Jenniferofficer (SVP, GC and Government Affairs)2026-10-06-2,399 S$332.01Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
David Wealth Management LLC6,462$1.62M1.34%13F-HRTimeline
Tilson Financial Group, Inc.6,455$1.62M0.66%-20613F-HRTimeline
Lifelong Wealth Advisors, Inc.6,441$1.61M0.73%13F-HRTimeline
Alternative Investment Advisors, LLC.6,427$1.61M0.84%+59613F-HRTimeline
Retirement Investment Advisors, Inc.6,416$1.61M0.17%+3913F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.6,407$1.6M0.37%-25,85713F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH6,401$1.6M0.28%013F-HRTimeline
Stonekeep Investments, LLC6,371$1.6M1.19%-25613F-HRTimeline
Squire Investment Management Company, L…6,371$1.6M0.7%+44213F-HRTimeline
Ipsen Advisor Group LLC6,357$1.59M1.36%13F-HRTimeline
SWMG, LLC7,111$1.59M0.63%-16913F-HRTimeline
ASSET PLANNING CORPORATION6,349$1.59M1%+20013F-HRTimeline
Cullen Capital Management, LLC6,344$1.59M0.02%-10013F-HRTimeline
Tepp RIA, LLC6,338$1.59M2.35%13F-HRTimeline
Maltin Wealth Management, Inc.6,330$1.59M0.78%+1,36513F-HRTimeline
Global View Capital Management LLC6,496$1.58M0.56%13F-HRTimeline
Valley Financial Group, Inc.6,318$1.58M1.1%+3213F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,311$1.58M2.69%-5513F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC6,302$1.58M1.37%13F-HRTimeline
Heritage Wealth Management, Inc./Texas6,295$1.58M0.93%-37713F-HRTimeline
Hyperion Capital Advisors LP6,293$1.58M0.81%013F-HRTimeline
Altrius Capital Management Inc6,285$1.57M0.42%+1,99113F-HRTimeline
Blue Barn Wealth, LLC6,237$1.56M0.82%+84813F-HRTimeline
Whalen Wealth Management Inc.6,220$1.56M1.08%-9,57113F-HRTimeline
EHRLICH FINANCIAL GROUP6,218$1.56M1.11%-3713F-HRTimeline
Yoffe Investment Management, LLC6,212$1.56M2.31%13F-HR/ATimeline
Greenhouse Wealth Management, LLC6,207$1.55M1.03%+10013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC6,204$1.55M0.36%+2513F-HRTimeline
Longview Financial Advisors LLC6,201$1.55M1.04%13F-HRTimeline
Pacific Asset Management, LLC6,183$1.55M1.45%13F-HRTimeline
Lutz Financial Services LLC6,151$1.54M0.12%-23513F-HRTimeline
AMJ Financial Wealth Management6,150$1.54M0.43%-8713F-HRTimeline
Lighthouse Wealth Management Inc.6,129$1.53M1.41%13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …6,128$1.53M0.33%+37313F-HRTimeline
Silver Lake Advisory, LLC6,123$1.53M0.67%+513F-HRTimeline
SpringVest Wealth Management LLC6,121$1.53M1.31%13F-HRTimeline
Donald L. Hagan, LLC6,112$1.53M0.79%+2513F-HRTimeline
Concentric Capital Strategies, LP6,101$1.53M0.1%-152,74313F-HRTimeline
Independent Family Office, LLC6,324$1.53M0.79%-50013F-HRTimeline
Aull & Monroe Investment Management Corp6,078$1.52M0.78%-2513F-HRTimeline
Mokosak Advisory Group, LLC6,074$1.52M0.46%+713F-HRTimeline
Wheelhouse Advisory Group LLC6,071$1.52M0.9%-2613F-HRTimeline
Hiley Hunt Wealth Management6,041$1.51M0.84%+3013F-HRTimeline
Synergy Investment Management, LLC6,035$1.51M0.65%13F-HRTimeline
SWS Partners6,022$1.51M0.46%+2,19713F-HRTimeline
Pitti Group Wealth Management, LLC6,009$1.5M1.53%-91913F-HRTimeline
Mork Capital Management, LLC6,000$1.5M0.99%013F-HRTimeline
Castellan Group5,974$1.5M0.65%+19213F-HRTimeline
Stamos Capital Partners, L.P.5,960$1.49M0.35%-2,66013F-HRTimeline
Sonoma Private Wealth LLC5,957$1.49M2.41%+41713F-HRTimeline
COLRAIN CAPITAL LLC5,948$1.49M1.46%13F-HRTimeline
Cobblestone Asset Management LLC5,947$1.49M0.97%013F-HRTimeline
Atlas Wealth Partners, LLC5,936$1.49M1.88%-7413F-HRTimeline
Stone House Investment Management, LLC5,936$1.49M0.38%-17613F-HRTimeline
HC Advisors, LLC5,920$1.48M1.19%+15713F-HRTimeline
Prodigy Asset Management LLC5,889$1.47M1.26%13F-HRTimeline
GG Group Ventures, LLC5,888$1.47M1.94%+10213F-HRTimeline
Game Creek Capital, LP5,875$1.47M0.8%-5013F-HRTimeline
GoalFusion Wealth Management, LLC5,857$1.47M0.8%-28513F-HRTimeline
GUIDANCE CAPITAL, INC6,573$1.46M0.45%+94213F-HRTimeline
BUSH INVESTMENT GROUP, LLC5,846$1.46M1.14%013F-HRTimeline
Red Tortoise LLC5,828$1.46M0.77%013F-HRTimeline
Total Wealth Planning, LLC5,827$1.46M0.23%+59413F-HRTimeline
Hobart Private Capital, LLC5,826$1.46M0.36%+1,14513F-HRTimeline
GARDNER RUSSO & QUINN LLC5,804$1.45M0.02%-47013F-HRTimeline
Elite Life Management LLC5,788$1.45M4.29%+8113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC5,783$1.45M0.73%+18213F-HRTimeline
Your Advocates Ltd., LLP5,767$1.44M0.57%+913F-HRTimeline
DURANTE & WATERS, LLC5,762$1.44M1.19%013F-HRTimeline
VISTA FINANCE, LLC5,761$1.44M1.48%-3913F-HRTimeline
Compton Financial Group, LLC5,755$1.44M0.43%+30913F-HRTimeline
Visionary Horizons, LLC5,753$1.44M0.95%+62813F-HRTimeline
Ackerman Capital Advisors, LLC5,752$1.44M0.38%013F-HRTimeline
Strategic Financial Partners, Ltd.5,743$1.44M0.73%+1,69713F-HRTimeline
Veridan Wealth LLC6,308$1.44M0.67%13F-HRTimeline
Adalta Capital Management LLC5,740$1.44M0.75%013F-HRTimeline
Aquire Wealth Advisors, LLC5,720$1.43M0.44%+6013F-HRTimeline
Prism Advisors, Inc.5,718$1.43M0.43%-18413F-HRTimeline
First Fiduciary Investment Counsel, Inc.5,715$1.43M0.29%+15413F-HRTimeline
Hobbs Wealth Management, LLC5,707$1.43M1.63%13F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY5,685$1.42M0.31%-7813F-HRTimeline
Prepared Retirement Institute LLC5,668$1.42M0.81%-1,47913F-HRTimeline
BLACK POINT WEALTH MANAGEMENT5,665$1.42M1.64%-60013F-HRTimeline
Gold Investment Management Ltd.5,659$1.42M0.6%+313F-HRTimeline
Vermillion & White Wealth Management Gr…5,648$1.41M1.04%+713F-HRTimeline
Providence First Trust Co5,644$1.41M0.53%-18913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC5,619$1.41M0.88%-63313F-HRTimeline
Chico Wealth RIA5,611$1.4M1.23%-21013F-HRTimeline
Regal Partners Ltdin group Regal Partners Ltd5,600$1.4M0.14%+1,50013F-HRTimelineGroup
CAXTON ASSOCIATES LP5,596$1.4M0.04%-92713F-HRTimeline
Beckerman Institutional, LLC5,587$1.4M1.12%-33613F-HRTimeline
Clearview Wealth Advisors LLC5,579$1.4M1.06%-2213F-HRTimeline
Smith Asset Management Co., LLC5,571$1.4M1.36%13F-HRTimeline
Joel Adams & Associates, Inc.5,563$1.39M1.27%13F-HRTimeline
Sincerus Advisory, LLC5,555$1.39M1.49%13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…5,848$1.39M0.99%+613F-HRTimeline
First Washington CORP5,550$1.39M0.49%013F-HRTimeline
DBK Financial Counsel, LLC5,545$1.39M1.4%+413F-HRTimeline
Optimist Retirement Group LLC5,540$1.39M0.66%+513F-HRTimeline
Pacifica Capital Investments, LLC5,540$1.39M0.45%013F-HRTimeline
Nova Wealth Management, Inc.5,538$1.39M1.2%13F-HRTimeline
MBE Wealth Management, LLC5,531$1.38M0.78%-35913F-HRTimeline
Bare Financial Services, Inc5,528$1.38M0.56%013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC5,526$1.38M1.29%-26313F-HRTimeline
Ninepoint Partners LP5,511$1.38M0.22%+79313F-HRTimeline
Fulcrum Equity Management5,510$1.38M1.36%+7713F-HRTimeline
Heck Capital Advisors, LLC5,507$1.38M0.16%-1213F-HR/ATimeline
Evolution Advisers, Inc.5,489$1.37M0.75%013F-HRTimeline
VAN STRUM & TOWNE INC.5,472$1.37M0.5%+45013F-HRTimeline
Alpha Financial Partners LLC5,470$1.37M1.08%-78513F-HRTimeline
Sharkey, Howes & Javer5,467$1.37M0.19%+39913F-HRTimeline
Jentner Corp5,454$1.37M0.4%+113F-HRTimeline
HOGE FINANCIAL SERVICES, LLC5,450$1.36M1%+48713F-HRTimeline
Seaside Wealth Management, Inc.5,442$1.36M0.5%+11113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC5,441$1.36M0.75%13F-HRTimeline
AWM CAPITAL, LLC5,440$1.36M0.17%+47913F-HRTimeline
Hummer Financial Advisory Services Inc5,437$1.36M1.08%013F-HRTimeline
Centricity Wealth Management, LLC5,422$1.36M1.27%13F-HRTimeline
Copia Wealth Management5,421$1.36M1.29%13F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL5,420$1.36M0.36%13F-HR/ATimeline
Connective Portfolio Management, LLC5,420$1.36M2.02%new13F-HRTimeline
Cornerstone National Bank & Trust Co5,417$1.36M0.62%-2013F-HRTimeline
First International Bank & Trust5,404$1.35M0.44%-81113F-HRTimeline
SIRIOS CAPITAL MANAGEMENT L P5,372$1.35M0.24%-18713F-HRTimeline
Flagship Private Wealth, LLC5,369$1.34M0.65%+213F-HRTimeline
OPTIMA CAPITAL LLC5,353$1.34M0.92%13F-HRTimeline
TSA Wealth Managment LLC5,288$1.32M0.54%+2013F-HRTimeline
Priebe Wealth Holdings LLC5,279$1.32M0.9%+56613F-HRTimeline
Kraft, Davis & Associates, LLC5,615$1.32M0.38%-43913F-HRTimeline
Mainsail Financial Group, LLC5,245$1.31M0.76%+113F-HRTimeline
Compass Financial Services Inc5,241$1.31M0.74%13F-HRTimeline
LWM ADVISORS INC5,240$1.31M1.32%13F-HRTimeline
BEACON FINANCIAL PLANNING, INC5,239$1.31M0.76%+313F-HRTimeline
Guardian Wealth Management, Inc.5,237$1.31M0.89%+513F-HRTimeline
Barnett & Company, Inc.5,234$1.31M0.86%+41213F-HRTimeline
Hardin Capital Partners, LLC5,218$1.31M0.79%+8213F-HRTimeline
BayBridge Capital Group, LLC5,213$1.31M0.95%+65013F-HRTimeline
TrueWealth Financial Partners5,210$1.3M0.81%013F-HRTimeline
CURIO WEALTH, LLC5,205$1.3M0.7%13F-HRTimeline
JMG Financial Group, Ltd.5,201$1.3M0.04%-24813F-HRTimeline
O'Keefe Stevens Advisory, Inc.5,194$1.3M0.4%+1,02613F-HRTimeline
ENTREWEALTH, LLC5,744$1.3M1.2%13F-HRTimeline
Covey Capital Advisors, LLC5,187$1.3M1.48%013F-HRTimeline
Timonier Family Office, LTD.5,181$1.3M0.67%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sanctuary Wealth Management, L.L.C.5,166$1.29M0.86%013F-HRTimeline
Warburton Capital Management, LLC5,167$1.29M0.97%13F-HRTimeline
Tumwater Wealth Management, LLC5,139$1.29M0.67%13F-HRTimeline
PORTLAND INVESTMENT COUNSEL INC.5,134$1.29M0.33%013F-HRTimeline
Fairway Wealth LLC5,118$1.28M0.58%+4,01113F-HRTimeline
ALBERT D MASON INC5,115$1.28M0.86%-1,81613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,113$1.28M0.66%013F-HRTimeline
Hunter Perkins Capital Management, LLC5,111$1.28M0.27%013F-HRTimeline
Greenfield Seitz Capital Management, LLC5,108$1.28M0.49%+29813F-HRTimeline
McGrath & Associates, Inc.5,106$1.28M2.58%13F-HRTimeline
denkapparat Operations GmbH5,102$1.28M1.89%13F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC5,095$1.28M0.69%-6513F-HRTimeline
Friday Financial5,088$1.27M0.88%13F-HRTimeline
New England Professional Planning Group…5,079$1.27M0.63%+13513F-HRTimeline
Spurstone Advisory Services, LLC5,076$1.27M24.2%13F-HRTimeline
Requisite Capital Management, LLC5,072$1.27M0.26%new13F-HRTimeline
Poplar Forest Capital LLC5,067$1.27M0.23%013F-HRTimeline
TAGStone Capital, Inc.5,062$1.27M0.62%+1,44513F-HRTimeline
Iron Horse Wealth Management, LLC5,060$1.27M0.43%+24813F-HRTimeline
James Reed Financial Services, Inc.5,048$1.26M1.32%13F-HRTimeline
Beacon Wealthcare LLC5,046$1.26M0.51%-25813F-HRTimeline
Sheridan Capital Management, LLC5,045$1.26M0.89%+1813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska5,037$1.26M0.21%13F-HRTimelineGroup
Wellment Financial5,002$1.25M1.57%13F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC5,002$1.25M1.16%-1,09813F-HRTimeline
Sagace Wealth Management LLC4,996$1.25M0.94%-42013F-HRTimeline
Lane Generational LLC4,987$1.25M1.22%013F-HRTimeline
Seros Financial, LLC5,927$1.25M1.12%13F-HRTimeline
Persium Advisors, LLC4,972$1.25M1.23%13F-HRTimeline
HORIZON BANCORP INC /IN/4,970$1.25M0.59%+8613F-HRTimeline
Seven Post Investment Office LP4,951$1.24M0.47%-7,02913F-HRTimeline
A&I FINANCIAL SERVICES, LLC4,928$1.23M1.2%13F-HRTimeline
True Vision MN LLC4,928$1.23M0.73%-17113F-HRTimeline
Keener Financial Planning LLC4,928$1.23M0.73%+51513F-HRTimeline
Graver Capital Management, LLC4,919$1.23M1.29%13F-HRTimeline
Oregon Pacific Wealth Management, LLC4,910$1.23M1.21%13F-HRTimeline
High Probability Advisors, LLC4,902$1.23M0.22%-4813F-HRTimeline
Madden Advisory Services, Inc.4,886$1.22M0.57%-9313F-HRTimeline
Ridgepath Capital Management LLC4,877$1.22M0.56%-1,15113F-HRTimeline
Kingdom Financial Group LLC.4,876$1.22M0.83%-313F-HRTimeline
Strathmore Capital Advisors, Inc.4,874$1.22M0.89%13F-HRTimeline
Foundry Partners, LLC4,870$1.22M0.06%+92513F-HRTimeline
Merkkuri Wealth Advisors LLC4,862$1.22M0.96%+3113F-HRTimeline
AlpenGlobal Capital LLC4,860$1.22M0.79%13F-HRTimeline
Foundation Wealth Management, LLC\PA4,840$1.21M0.59%13F-HRTimeline
Michels Family Financial, LLC4,832$1.21M1.11%13F-HRTimeline
Stordahl Capital Management, Inc.4,821$1.21M0.29%+35413F-HRTimeline
Green Alpha Advisors, LLC4,815$1.21M0.97%-33113F-HRTimeline
Tacita Capital Inc4,809$1.2M0.86%-8313F-HRTimeline
REAVES W H & CO INC4,800$1.2M0.03%013F-HRTimeline
Asset Allocation & Management Company, …4,800$1.2M0.66%new13F-HRTimeline
Avant Capital LLC4,800$1.2M1%13F-HRTimeline
Sightline Wealth Advisors, LLC4,781$1.2M0.65%+113F-HRTimeline
PETRA FINANCIAL ADVISORS INC4,779$1.2M0.81%+2613F-HRTimeline
Tandem Wealth Advisors LLC4,761$1.19M0.61%+17213F-HRTimeline
Silver Coast Investments LLC4,760$1.19M0.45%-2613F-HRTimeline

Events

  • Newstead Jennifer sold 2,399 AAPL shares on 2026-10-13, Form 4 filed 2026-10-15. 0001140361-26-039785

    Accepted , ingested

  • Newstead Jennifer sold 2,399 AAPL shares on 2026-10-06, Form 4 filed 2026-10-08. 0001140361-26-039158

    Accepted , ingested