W ADVISORS, LLC AAPL — APPLE INC

Ownership history in W ADVISORS, LLC  ·  16 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported APPLE INC (AAPL) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 5.96% in 2024 Q4. The latest visible filing shows AAPL at 5.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was W ADVISORS, LLC's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AAPL was reported at 5.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.96% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AAPL stock page W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 42,042 +1,458 +3.6% 5.53% $12.2M 2026-07-31 $308.64
2026 Q1 ADDED — — — 40,584 +628 +1.6% 5.28% $10.3M 2026-04-29 $269.69
2025 Q4 ADDED — — — 39,956 +401 +1.0% 5.46% $10.9M 2026-02-13 $255.32
2025 Q3 ADDED — — — 39,555 +561 +1.4% 5.30% $10.1M 2025-11-14 $271.67
2025 Q2 ADDED — — — 38,994 +162 +0.4% 4.59% $8.0M 2025-08-07 $218.97
2025 Q1 ADDED — — — 38,832 +337 +0.9% 5.40% $8.6M 2025-05-13 $211.91
2024 Q4 ADDED — — — 38,495 +159 +0.4% 5.96% $9.6M 2025-01-22 $222.22
2024 Q3 ADDED — — — 38,336 +185 +0.5% 5.50% $8.9M 2024-10-28 $231.46
2024 Q2 ADDED — — — 38,151 +81 +0.2% 5.27% $8.0M 2024-08-06 $205.27
2024 Q1 ADDED — — — 38,070 +299 +0.8% 4.48% $6.5M 2024-04-25 $168.06
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q2 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% GLP Holdings LLLP 95.54% RJA Asset Management LLC 3Y 88.38% 9823 Capital, L.P. 59.6% Prospect Hill Management, LLC 3Y 56.85% INDEPENDENT INVESTORS INC 3Y 7Y 56.81% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 55.94% Hoffman, Alan N Investment Management 3Y 52.57% OAKLAND FINANCIAL CORP 48.08% Circle Wealth Management, LLC 3Y 7Y 42.18%

FAQ About W ADVISORS, LLC and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has W ADVISORS, LLC reported owning AAPL?

W ADVISORS, LLC reported AAPL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AAPL position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for AAPL was 5.96% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q2, when W ADVISORS, LLC reported 42,042 shares, equal to 5.53% of portfolio, with an estimated market value of $12.2M.

What does the chart on this AAPL ownership page compare?

The chart compares W ADVISORS, LLC's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did W ADVISORS, LLC time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, W ADVISORS, LLC correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on AAPL relative to SPY over the holding period was +120.6%.

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