Ownership history in 55I, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which 55I, LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2022 Q3 | ADDED | 235,449 | +154,189 | +189.7% | 0.91% | $32.5M | $135.79 |
| 2022 Q2 | REDUCED | 81,260 | -16,704 | -17.1% | 0.31% | $11.1M | $134.15 |
| 2022 Q1 | ADDED | 97,964 | +13,832 | +16.4% | 0.41% | $17.1M | $171.08 |
| 2021 Q4 | REDUCED | 84,132 | -8,932 | -9.6% | 0.38% | $14.9M | $173.76 |
As of 2025 Q4 — sorted by position size