Form 13-F position report

APPLE INC;COM NPV

Reported by LJI Wealth Management LLC

Company profile Manager portfolio Source filing
AAPL CUSIP 037833100 Manager CIK 0001988563
Latest reported change

Reported 63,074 shares, down 2,183 (3.3%) from the prior quarter.

Reported value -10.7%; share count -3.3% vs. the prior quarter.

Reduced
% of reported 13F value 2.25% This manager · Q2 2025
Shares 63,074 Quarter-end amount reported
Reported value $12,940,972 Fair value at quarter end
Consecutive quarters held 11 Through Q2 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.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 59,216 -162 (-0.3%) 2.77% $19,719,991 2026-10-28
Q2 2026 Reduced 59,378 -507 (-0.8%) 2.41% $17,181,559 2026-07-31
Q1 2026 Added 59,885 +372 (0.6%) 2.43% $15,198,213 2026-05-05
Q4 2025 Reduced 59,513 -303 (-0.5%) 2.47% $16,179,178 2026-02-03
Q3 2025 Reduced 59,816 -3,258 (-5.2%) 2.66% $15,230,827 2025-10-29
Q2 2025 Reduced 63,074 -2,183 (-3.3%) 2.25% $12,940,972 2025-07-31
Q1 2025 Reduced 65,257 -1,231 (-1.9%) 2.89% $14,495,603 2025-05-02
Q4 2024 Reduced 66,488 -764 (-1.1%) 3.28% $16,649,916 2025-01-28
Q3 2024 Added 67,252 +153 (0.2%) 3.2% $15,669,737 2024-11-06
Q2 2024 Reduced 67,099 -2,180 (-3.1%) 3.12% $14,132,422 2024-08-12
Q1 2024 Reduced 69,279 -82 (-0.1%) 3.07% $11,880,009 2024-05-15
Q4 2023 Added 69,361 +440 (0.6%) 3.46% $13,354,047 2024-02-13
Q3 2023 Added 68,921 +1,495 (2.2%) 3.4% $11,800,006 2024-02-02
Q2 2023 Reduced 67,426 -230 (-0.3%) 3.81% $13,078,717 2024-02-02
Q1 2023 Reduced 67,656 -284 (-0.4%) 3.52% $11,156,417 2024-02-02
Q4 2022 New 67,940 +67,940 (0.0%) 3.09% $8,827,451 2024-01-02
Institutional context

Who else reported the position

5734 managers reported APPLE INC;COM NPV for Q2 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 1,415,932,804 +15,141,995 4.7% $290,506,933,377 49 qtrs
BlackRock Inc Added 1,148,838,990 +8,636,120 4.49% $235,707,295,634 4 qtrs
STATE STREET CORPORATION Added 601,249,995 +5,224,229 4.62% $123,358,461,474 39 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 354,749,794 +4,942,638 5.08% $72,506,335,760 49 qtrs
FMR LLC Reduced 306,758,594 -21,341,586 3.55% $62,937,660,802 49 qtrs
BERKSHIRE HATHAWAY INC Reduced 280,000,000 -20,000,000 22.31% $57,447,600,000 38 qtrs
MORGAN STANLEY Reduced 233,198,646 -8,023,154 3.12% $47,845,366,966 49 qtrs
JPMorgan Chase & Co Added 214,606,399 +15,860,801 2.88% $44,031,145,768 49 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 202,720,404 -11,982,651 4.71% $41,592,146,000 49 qtrs
NORGES BANK Added 189,804,820 +7,952,726 4.86% $38,942,254,919 49 qtrs
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Filing details and methodology As reported
Report period
June 30, 2025
Filed
July 31, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
63,074

“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.