AAPL APPLE INC

Ownership history in Baker Chad R  ·  41 quarters on record

This page tracks every 13F SEC filing in which Baker Chad R 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
12.18% (2023 Q2)
Avg. % of fund
7.75%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 178,883 -16,501 -8.4% 8.76% $48.8M $271.61
2025 Q3 UNCHANGED 195,384 0% 8.56% $49.8M $254.15
2025 Q2 UNCHANGED 195,384 0% 7.45% $40.1M $204.55
2025 Q1 REDUCED 195,384 -15,090 -7.2% 8.84% $43.4M $221.17
2024 Q4 REDUCED 210,474 -20,000 -8.7% 10.32% $52.7M $249.06
2024 Q3 REDUCED 230,474 -15,000 -6.1% 10.55% $53.7M $231.48
2024 Q2 REDUCED 245,474 -10,080 -3.9% 10.79% $51.7M $209.00
2024 Q1 REDUCED 255,554 -10 -0.0% 9.33% $43.8M $169.93
2023 Q4 REDUCED 255,564 -10,225 -3.8% 11.07% $49.2M $190.55
2023 Q3 REDUCED 265,789 -20 -0.0% 11.49% $45.5M $169.23
31 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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