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
Other major holders of AAPL: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |
| 2024-Q2 | Increased | 522,669 | +28.1% | $110.1M | 2.2% | $209.00 | 64 |