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

Waverly Advisors, LLC holds 1.5M shares of AAPL (APPLE INC), worth $424.6M as of 2026-Q2. The position was increased (+15.8% shares). AAPL represents 2.5% of Waverly Advisors, LLC's portfolio.

Current Value

$424.6M

Current Shares

1.5M

Total Value Change

+$295.5M

Total Shares Change

+913,069

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+15.8%
$424.6M2.5%$289.11
62
2026-Q1
Increased
1.3M
+6.7%
$321.7M2.4%$253.34
57
2025-Q4
Increased
1.2M
+22.4%
$323.1M2.6%$271.12
64
2025-Q3
Increased
970,962
+7.8%
$247.2M2.5%$253.69
57
2025-Q2
Increased
900,513
+0.6%
$184.8M2.0%$204.18
52
2025-Q1
Increased
894,862
+31.6%
$198.8M2.4%$220.77
67
2024-Q4
Increased
679,778
+22.6%
$170.2M2.6%$248.62
63
2024-Q3
Increased
554,474
+6.1%
$129.2M2.4%$231.07
55

Other major holders of AAPL: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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