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AAPL
Showing 8 of 29 quarters

Position history for Waverly Advisors, LLC's holdings in APPLE INC

Waverly Advisors, LLC holds 1.3M shares of AAPL (APPLE INC), worth $321.7M as of 2026-Q1. The position was increased (+6.7% shares). AAPL represents 2.4% of Waverly Advisors, LLC's portfolio.

Current Value

$321.7M

Current Shares

1.3M

Total Value Change

+$211.7M

Total Shares Change

+745,068

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+6.7%
$321.7M2.4%$263.75
57
2025-Q4
Increased
1.2M
+22.4%
$323.1M2.6%$272.82
64
2025-Q3
Increased
970,962
+7.8%
$247.2M2.5%$253.95
57
2025-Q2
Increased
900,513
+0.6%
$184.8M2.0%$200.47
52
2025-Q1
Increased
894,862
+31.6%
$198.8M2.4%$216.95
67
2024-Q4
Increased
679,778
+22.6%
$170.2M2.6%$250.83
63
2024-Q3
Increased
554,474
+6.1%
$129.2M2.4%$226.30
55
2024-Q2
Increased
522,669
+28.1%
$110.1M2.2%$209.00
64

Other major holders of AAPL: VANGUARD GROUP INC, BlackRock, Inc.

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