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WMS Partners, LLC

SEC CIK
0001480916
Latest filing
Nov 13, 2025

AAPL holding history

Apple Inc. in every 13F filed by WMS Partners, LLC, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of AAPL by WMS Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−263,095−100.0%Sold outHolders
Q4 2024263,095$65.9M3.7%+6,526+2.5%AddedHolders
Q3 2024256,569$59.8M3.4%+43,784+20.6%AddedHolders
Q2 2024212,785$44.8M2.9%+4,194+2.0%AddedHolders
Q1 2024208,591$35.8M2.5%−21,279−9.3%ReducedHolders
Q4 2023229,870$44.3M3.3%−31,421−12.0%ReducedHolders
Q3 2023261,291$44.7M3.5%−10,647−3.9%ReducedHolders
Q2 2023271,938$52.7M4.1%−18,525−6.4%ReducedHolders
Q1 2023290,463$47.9M4.2%−17,967−5.8%ReducedHolders
Q4 2022308,430$40.1M4.0%−9,549−3.0%ReducedHolders
Q3 2022317,979$43.9M6.0%−12,052−3.7%ReducedHolders
Q2 2022330,031$45.1M7.0%−3,389−1.0%ReducedHolders
Q1 2022333,420$58.2M8.0%+11,132+3.5%AddedHolders
Q4 2021322,288$57.2M12.3%−13,129−3.9%ReducedHolders
Q3 2021335,417$47.5M7.0%−7,353−2.1%ReducedHolders
Q2 2021342,770$46.9M7.0%−6,469−1.9%ReducedHolders
Q1 2021349,239$42.7M9.8%––Holders

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