Ownership history in American Trust · 16 quarters on record
This page tracks every 13F SEC filing in which American Trust 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 68,055 | -3,680 | -5.1% | 1.56% | $18.5M | $271.61 |
| 2025 Q3 | ADDED | 71,735 | +536 | +0.8% | 1.54% | $18.3M | $254.15 |
| 2025 Q2 | ADDED | 71,199 | +11,698 | +19.7% | 1.38% | $14.6M | $204.55 |
| 2025 Q1 | REDUCED | 59,501 | -15,356 | -20.5% | 3.26% | $13.2M | $221.17 |
| 2024 Q4 | REDUCED | 74,857 | -2,435 | -3.2% | 1.43% | $18.7M | $249.06 |
| 2024 Q3 | ADDED | 77,292 | +5,118 | +7.1% | 1.49% | $18.0M | $231.48 |
| 2024 Q2 | ADDED | 72,174 | +7,428 | +11.5% | 1.25% | $15.2M | $209.00 |
| 2024 Q1 | ADDED | 64,746 | +1,972 | +3.1% | 0.93% | $11.1M | $169.93 |
| 2023 Q4 | REDUCED | 62,774 | -490 | -0.8% | 0.89% | $12.1M | $190.55 |
| 2023 Q3 | REDUCED | 63,264 | -4,611 | -6.8% | 0.84% | $10.8M | $169.23 |
As of 2025 Q4 — sorted by position size