AAPL APPLE INC

Ownership history in CAP Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which CAP Partners, 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.

Peak position
3.66% (2023 Q4)
Avg. % of fund
2.94%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,966 -1,059 -6.2% 2.46% $4.3M $271.61
2025 Q3 REDUCED 17,025 -1,072 -5.9% 2.46% $4.3M $254.15
2025 Q2 REDUCED 18,097 -228 -1.2% 2.34% $3.7M $204.55
2025 Q1 REDUCED 18,325 -201 -1.1% 2.95% $4.1M $221.17
2024 Q4 REDUCED 18,526 -214 -1.1% 3.27% $4.6M $249.06
2024 Q3 REDUCED 18,740 -119 -0.6% 3.26% $4.4M $231.48
2024 Q2 ADDED 18,859 +239 +1.3% 3.23% $4.0M $209.00
2024 Q1 REDUCED 18,620 -590 -3.1% 2.82% $3.2M $169.93
2023 Q4 INITIATED 19,210 3.66% $3.7M
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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