Form 13-F position report

APPLE INC;COM NPV

Reported by IAM Advisory LLC

AAPL CUSIP 037833100 Manager CIK 0001825292

Reported 23,318 shares, down 122 (0.5%) from the prior quarter.

Reported value 6.9%; share count -0.5% vs. the prior quarter.

Reduced
% of reported 13F value 1.48% This manager · Q4 2024
Shares 23,318 Quarter-end amount reported
Reported value $5,839,337 Fair value at quarter end
Consecutive quarters held 17 Through Q4 2024

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.

Reported position value by quarter
Date Holding Value
2021-09-30 4297000
2021-12-31 5125000
2022-03-31 5245000
2022-06-30 4144000
2022-09-30 4260000
2022-12-31 3141028
2023-03-31 4025892
2023-06-30 4804110
2023-09-30 4218904
2023-12-31 4685846
2024-03-31 4092486
2024-06-30 5017507
2024-09-30 5461404
2024-12-31 5839337
2025-03-31 5078238
2025-06-30 4705303
2025-09-30 5871838
2025-12-31 6164236
2026-03-31 5799495
2026-06-30 6623211

Quarterly position history

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

20 quarters
Quarterly reported position history for APPLE INC;COM NPV held by IAM Advisory LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 22,889 +37 (0.2%) 1.29% $6,623,211 2026-07-14
Q1 2026 Added 22,852 +178 (0.8%) 1.3% $5,799,495 2026-04-10
Q4 2025 Reduced 22,674 -386 (-1.7%) 1.37% $6,164,236 2026-01-07
Q3 2025 Added 23,060 +126 (0.5%) 1.32% $5,871,838 2025-10-20
Q2 2025 Added 22,934 +72 (0.3%) 1.13% $4,705,303 2025-07-08
Q1 2025 Reduced 22,862 -456 (-2.0%) 1.32% $5,078,238 2025-04-11
Q4 2024 Reduced 23,318 -122 (-0.5%) 1.48% $5,839,337 2025-01-15
Q3 2024 Reduced 23,440 -383 (-1.6%) 1.38% $5,461,404 2024-10-07
Q2 2024 Reduced 23,823 -43 (-0.2%) 1.36% $5,017,507 2024-07-12
Q1 2024 Reduced 23,866 -472 (-1.9%) 1.12% $4,092,486 2024-04-15
Q4 2023 Reduced 24,338 -304 (-1.2%) 1.47% $4,685,846 2024-01-12
Q3 2023 Reduced 24,642 -125 (-0.5%) 1.47% $4,218,904 2023-10-10
Q2 2023 Added 24,767 +353 (1.4%) 1.64% $4,804,110 2023-07-13
Q1 2023 Added 24,414 +239 (1.0%) 1.39% $4,025,892 2023-04-10
Q4 2022 Reduced 24,175 -6,653 (-21.6%) 1.15% $3,141,028 2023-01-18
Q3 2022 Added 30,828 +517 (1.7%) 1.8% $4,260,000 2022-10-17
Q2 2022 Added 30,311 +272 (0.9%) 1.7% $4,144,000 2022-07-12
Q1 2022 Added 30,039 +273 (0.9%) 2.13% $5,245,000 2022-04-14
Q4 2021 Reduced 29,766 -320 (-1.1%) 2.03% $5,125,000 2022-01-19
Q3 2021 New 30,086 +30,086 (0.0%) 1.82% $4,297,000 2021-10-14
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

5775 managers reported APPLE INC;COM NPV for Q4 2024.

Managers reporting APPLE INC;COM NPV in Q4 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 1,395,785,512 +49,168,843 6.09% $349,532,607,915 47 qtrs
BlackRock Inc Added 1,123,417,607 +29,799,433 5.69% $281,326,237,105 2 qtrs
STATE STREET CORPORATION Added 595,501,507 +11,491,223 5.88% $149,132,827,414 37 qtrs
FMR LLC Reduced 341,640,974 -22,218,388 5.11% $85,553,732,817 47 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 340,164,913 +6,307,413 6.59% $84,999,145,345 47 qtrs
BERKSHIRE HATHAWAY INC Unchanged 300,000,000 0 28.12% $75,126,000,000 36 qtrs
MORGAN STANLEY Added 238,264,141 +6,803,216 4.18% $59,666,107,179 47 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 220,107,535 -15,473,834 6.35% $55,119,329,000 47 qtrs
NORGES BANK Added 187,160,162 +6,176,487 6.15% $46,868,647,768 47 qtrs
JPMorgan Chase & Co Added 183,008,151 +3,701,805 3.41% $45,828,901,840 47 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2024
Filed
January 15, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
23,318

“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.