Transform Wealth, LLC’s Apple Inc Position
Does Transform Wealth, LLC own Apple Inc (AAPL)? Yes — 291.6K shares worth $65M (+3.92% of its 13F portfolio) as of Q1 2025, down from 293.3K shares the prior filed quarter.
Position Value
$65M
Q1 2025
Shares
291.6K
% of Portfolio
+3.92%
Quarters Held
26
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 291.6K | $65M | +3.92% |
| Q4 2024 | 293.3K | $73M | +4.08% |
| Q3 2024 | 269.0K | $63M | +4.15% |
| Q2 2024 | 248.1K | $52M | +3.92% |
| Q1 2024 | 246.7K | $42M | +4.02% |
| Q4 2023 | 268.2K | $52M | +5.03% |
| Q3 2023 | 268.8K | $46M | +4.85% |
| Q2 2023 | 288.0K | $56M | +5.02% |
| Q1 2023 | 279.9K | $46M | +4.35% |
| Q4 2022 | 253.6K | $33M | +3.69% |
| Q3 2022 | 227.0K | $31M | +4.08% |
| Q2 2022 | 211.7K | $29M | +4.31% |
| Q1 2022 | 222.9K | $39M | +4.36% |
| Q4 2021 | 225.6K | $40M | +4.18% |
| Q3 2021 | 226.1K | $32M | +3.67% |
| Q2 2021 | 224.6K | $31M | +3.76% |
| Q1 2021 | 138.6K | $17M | +3.40% |
| Q4 2020 | 148.4K | $20M | +4.12% |
| Q3 2020 | 250.7K | $29M | +4.68% |
| Q2 2020 | 65.5K | $24M | +4.09% |
| Q1 2020 | 65.7K | $17M | +3.56% |
| Q4 2019 | 57.6K | $17M | +2.68% |
| Q3 2019 | 56.6K | $13M | +2.25% |
| Q2 2019 | 63.9K | $13M | +1.86% |
| Q1 2019 | 67.3K | $13M | +2.38% |
| Q4 2018 | 69.6K | $11M | +2.26% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of AAPL.