Form 13-F position report

APPLE INC;COM NPV

Reported by Refined Wealth Management

Company profile Manager portfolio Source filing
AAPL CUSIP 037833100 Manager CIK 0001724729
Latest reported change

Reported 2,969 shares, down 9,759 (76.7%) from the prior quarter.

Reported value -79.3%; share count -76.7% vs. the prior quarter.

Reduced
% of reported 13F value 0.54% This manager · Q1 2025
Shares 2,969 Quarter-end amount reported
Reported value $659,504 Fair value at quarter end
Consecutive quarters held 16 Through Q1 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 2,609 -299 (-10.3%) 0.49% $868,849 2026-10-13
Q2 2026 Reduced 2,908 -100 (-3.3%) 0.51% $841,459 2026-07-21
Q1 2026 Reduced 3,008 -203 (-6.3%) 0.48% $763,509 2026-04-21
Q4 2025 Added 3,211 +361 (12.7%) 0.59% $873,032 2026-01-15
Q3 2025 Added 2,850 +100 (3.6%) 0.47% $725,756 2025-10-21
Q2 2025 Reduced 2,750 -219 (-7.4%) 0.39% $564,218 2025-07-17
Q1 2025 Reduced 2,969 -9,759 (-76.7%) 0.54% $659,504 2025-04-22
Q4 2024 Reduced 12,728 -57 (-0.4%) 2.43% $3,187,355 2025-01-22
Q3 2024 Added 12,785 +146 (1.2%) 2.3% $2,978,894 2024-10-18
Q2 2024 Added 12,639 +384 (3.1%) 2.05% $2,661,998 2024-07-18
Q1 2024 Reduced 12,255 -259 (-2.1%) 1.48% $2,101,447 2024-04-18
Q4 2023 Reduced 12,514 -2 (0.0%) 1.88% $2,409,256 2024-01-22
Q3 2023 Reduced 12,516 -77 (-0.6%) 1.92% $2,142,845 2023-10-16
Q2 2023 Added 12,593 +195 (1.6%) 2.01% $2,442,754 2023-07-17
Q1 2023 Added 12,398 +301 (2.5%) 1.81% $2,044,489 2023-04-17
Q4 2022 Added 12,097 +901 (8.0%) 1.38% $1,571,795 2023-01-17
Q3 2022 Added 11,196 +70 (0.6%) 1.4% $1,547,000 2022-10-20
Q2 2022 Added 11,126 +1,291 (13.1%) 1.36% $1,521,000 2022-07-19
Q1 2022 Reduced 9,835 -1,382 (-12.3%) 1.45% $1,717,000 2022-04-20
Q4 2021 Added 11,217 +491 (4.6%) 1.54% $1,992,000 2022-02-02
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Institutional context

Who else reported the position

5755 managers reported APPLE INC;COM NPV for Q1 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 1,400,790,809 +5,005,297 5.63% $311,157,662,351 48 qtrs
BlackRock Inc Added 1,140,202,870 +16,785,263 5.32% $253,273,263,449 3 qtrs
STATE STREET CORPORATION Added 596,025,766 +524,259 5.46% $132,395,203,402 38 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 349,807,156 +9,642,243 6.09% $77,493,597,908 48 qtrs
FMR LLC Reduced 328,100,180 -13,540,794 4.65% $72,880,892,994 48 qtrs
BERKSHIRE HATHAWAY INC Unchanged 300,000,000 0 25.65% $66,639,000,000 37 qtrs
MORGAN STANLEY Added 241,221,800 +2,957,659 3.83% $53,582,599,252 48 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 214,703,055 -5,404,480 5.88% $47,691,990,000 48 qtrs
JPMorgan Chase & Co Added 198,745,598 +15,737,447 3.22% $44,147,360,247 48 qtrs
NORGES BANK Reduced 181,852,094 -5,308,068 5.67% $40,394,805,640 48 qtrs
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Filing details and methodology As reported
Report period
March 31, 2025
Filed
April 22, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
2,969
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.