APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Morton Capital Management LLC/CA's Holding History (CIK: 0002002628)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 54,853 Value ($000) $14,912 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 55,004 Value ($000) $14,006 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 60,797 Value ($000) $12,474 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 58,797 Value ($000) $13,060 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 64,498 Value ($000) $16,152 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 66,499 Value ($000) $15,494 Avg Close $221.95 Range $194.68 - $235.63
Q2 2024
Shares 63,780 Value ($000) $13,433 Avg Close $185.12 Range $162.75 - $218.71
Q1 2024
Shares 71,455 Value ($000) $12,253 Avg Close $180.25 Range $167.13 - $194.54
Q4 2023
Shares 71,850 Value ($000) $13,833 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 72,690 Value ($000) $12,445 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 74,237 Value ($000) $14,400 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 73,722 Value ($000) $12,157 Avg Close $145.49 Range $122.32 - $162.80
Q4 2022
Shares 76,999 Value ($000) $10,005 Avg Close $140.70 Range $124.00 - $154.90
Q3 2022
Shares 69,970 Value ($000) $9,670 Avg Close $154.28 Range $133.24 - $173.24
Q2 2022
Shares 67,341 Value ($000) $9,207 Avg Close $148.64 Range $126.74 - $175.05
Q1 2022
Shares 64,054 Value ($000) $11,184 Avg Close $164.84 Range $147.20 - $179.18
Q4 2021
Shares 64,647 Value ($000) $11,479 Avg Close $154.71 Range $135.23 - $178.39