SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / AAPL

Wellington Wealth Strategies, LLC.’s Apple Inc Position

Does Wellington Wealth Strategies, LLC. own Apple Inc (AAPL)? Not currently — the last reported position was 35.9K shares worth $8M in Q3 2024; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$8M
Q3 2024
Shares
35.9K
% of Portfolio
+6.15%
Quarters Held
2
position exited

Position History AAPL

Reported value by quarter
Q1 ’24: $5MQ1 ’24Q3 ’24: $8MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202435.9K$8M+6.15%
Q1 202429.1K$5M+2.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of AAPL.