Question 1

How many shares of AAPL does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 1.5M shares of AAPL (APPLE INC).

Question 2

What is Waverly Advisors, LLC's AAPL position worth?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's AAPL position is worth $424.6M.

Question 3

Is Waverly Advisors, LLC buying or selling AAPL?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC increased their AAPL position (+15.8% change in shares).

Question 4

When did Waverly Advisors, LLC first buy AAPL?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in AAPL in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.5M	+15.8%	$424.6M	2.5%	$289.11	62
2026-Q1	Increased	1.3M	+6.7%	$321.7M	2.4%	$263.75	57
2025-Q4	Increased	1.2M	+22.4%	$323.1M	2.6%	$272.82	64
2025-Q3	Increased	970,962	+7.8%	$247.2M	2.5%	$253.95	57
2025-Q2	Increased	900,513	+0.6%	$184.8M	2.0%	$200.47	52
2025-Q1	Increased	894,862	+31.6%	$198.8M	2.4%	$216.95	67
2024-Q4	Increased	679,778	+22.6%	$170.2M	2.6%	$250.83	63
2024-Q3	Increased	554,474	+6.1%	$129.2M	2.4%	$226.30	55