Ownership history in BENJAMIN EDWARDS INC · 28 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC 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 | ADDED | 963,918 | +2,680 | +0.3% | 2.90% | $262.1M | $271.61 |
| 2025 Q3 | ADDED | 961,238 | +163,396 | +20.5% | 2.77% | $244.8M | $254.15 |
| 2025 Q2 | REDUCED | 797,842 | -33,416 | -4.0% | 2.08% | $163.7M | $204.55 |
| 2025 Q1 | ADDED | 831,258 | +15,155 | +1.9% | 2.58% | $184.6M | $221.17 |
| 2024 Q4 | ADDED | 816,103 | +12,167 | +1.5% | 2.92% | $204.4M | $249.06 |
| 2024 Q3 | ADDED | 803,936 | +720,680 | +865.6% | 2.73% | $187.4M | $231.48 |
| 2024 Q2 | ADDED | 83,256 | +7,025 | +9.2% | 3.37% | $17.5M | $209.00 |
| 2024 Q1 | ADDED | 76,231 | +2,128 | +2.9% | 2.60% | $13.1M | $169.93 |
| 2023 Q4 | REDUCED | 74,103 | -165 | -0.2% | 3.11% | $14.3M | $190.55 |
| 2023 Q3 | REDUCED | 74,268 | -238 | -0.3% | 3.01% | $12.7M | $169.23 |
As of 2025 Q4 — sorted by position size