Well Done LLC Boosts Apple Stock Holdings

Investment firm increases stake in tech giant by 24.1% in Q4

Apr. 4, 2026 at 11:37am

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Well Done LLC, an investment management firm, raised its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 24.1% in the fourth quarter, according to the company's latest SEC filing. The fund now owns 27,219 shares of the iPhone maker's stock, valued at approximately $7.4 million.

Why it matters

Apple is one of the most widely held and influential stocks in the market, so changes in institutional ownership can signal broader investor sentiment and market trends around the company.

The details

Well Done LLC purchased an additional 5,281 shares of Apple stock during the fourth quarter, bringing its total position to 27,219 shares. The firm's holdings in Apple now account for approximately 1.1% of its total investment portfolio, making it the 19th largest holding.

  • Well Done LLC filed its Q4 2025 13F report with the SEC on April 4, 2026.

The players

Well Done LLC

An investment management firm that has increased its stake in Apple Inc.

Apple Inc.

A multinational technology company that designs, develops, and sells consumer electronics, software, and services.

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The takeaway

This increase in institutional ownership of Apple stock suggests continued confidence in the company's long-term growth prospects among professional investors, despite recent market volatility.