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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

AAPL holding history

Apple Inc. in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q3 2025 holdings

Shares (Q3 2025)
637,536
Value
$162.3M
% of portfolio
6.6%
Quarters held
18
Since Q1 2021
Holdings of AAPL by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025637,536$162.3M6.6%−15,745−2.4%ReducedHolders
Q2 2025653,281$134.0M6.0%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 2024661,816$165.7M7.9%−45,082−6.4%ReducedHolders
Q3 2024706,898$164.7M7.5%−9,287−1.3%ReducedHolders
Q2 2024716,185$150.8M7.1%−12,738−1.7%ReducedHolders
Q1 2024728,923$125.0M6.0%−12,930−1.7%ReducedHolders
Q4 2023741,853$142.8M7.5%−86,664−10.5%ReducedHolders
Q3 2023828,517$141.9M8.1%+6,389+0.8%AddedHolders
Q2 2023822,128$159.5M8.6%−9,686−1.2%ReducedHolders
Q1 2023831,814$137.2M8.0%+14,861+1.8%AddedHolders
Q4 2022816,953$106.1M6.8%−6,487−0.8%ReducedHolders
Q3 2022823,440$113.8M8.0%−2,383−0.3%ReducedHolders
Q2 2022825,823$112.9M7.7%+3230.0%AddedHolders
Q1 2022825,500$144.1M8.3%+151,431+22.5%AddedHolders
Q4 2021674,069$119.7M6.8%+4,009+0.6%AddedHolders
Q3 2021670,060$94.8M5.9%+512+0.1%AddedHolders
Q2 2021669,548$91.7M5.6%+136,704+25.7%AddedHolders
Q1 2021532,844$65.1M5.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.