AAPL APPLE INC

Ownership history in AVENIR CORP  ·  37 quarters on record

This page tracks every 13F SEC filing in which AVENIR CORP 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.

Peak position
6.8% (2025 Q4)
Avg. % of fund
3.79%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 230,558 -3,234 -1.4% 6.80% $62.7M $271.61
2025 Q3 REDUCED 233,792 -8,141 -3.4% 6.20% $59.5M $254.15
2025 Q2 REDUCED 241,933 -7,466 -3.0% 5.10% $49.6M $204.55
2025 Q1 REDUCED 249,399 -3,898 -1.5% 5.81% $55.4M $221.17
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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