Ownership history in Capital Analysts, LLC · 43 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 147,508 | -54,563 | -27.0% | 1.22% | $40.1M | $271.61 |
| 2025 Q3 | ADDED | 202,071 | +5,186 | +2.6% | 1.50% | $51.5M | $254.15 |
| 2025 Q2 | REDUCED | 196,885 | -345 | -0.2% | 1.35% | $40.4M | $204.55 |
| 2025 Q1 | REDUCED | 197,230 | -6,334 | -3.1% | 1.63% | $43.8M | $221.17 |
| 2024 Q4 | ADDED | 203,564 | +343 | +0.2% | 2.05% | $51.0M | $249.06 |
| 2024 Q3 | ADDED | 203,221 | +20,856 | +11.4% | 1.93% | $47.4M | $231.48 |
| 2024 Q2 | ADDED | 182,365 | +5,646 | +3.2% | 1.70% | $38.4M | $209.00 |
| 2024 Q1 | ADDED | 176,719 | +275 | +0.2% | 1.41% | $30.3M | $169.93 |
| 2023 Q4 | ADDED | 176,444 | +375 | +0.2% | 1.71% | $34.0M | $190.55 |
| 2023 Q3 | ADDED | 176,069 | +2,747 | +1.6% | 1.68% | $30.1M | $169.23 |
As of 2025 Q4 — sorted by position size