AAPL APPLE INC

Ownership history in Certified Advisory Corp  ·  28 quarters on record

This page tracks every 13F SEC filing in which Certified Advisory 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
3.27% (2021 Q4)
Avg. % of fund
2.42%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 73,590 -550 -0.7% 1.82% $20.0M $271.61
2025 Q3 REDUCED 74,140 -428 -0.6% 1.79% $18.9M $254.15
2025 Q2 REDUCED 74,568 -1,358 -1.8% 1.59% $15.3M $204.55
2025 Q1 REDUCED 75,926 -1,887 -2.4% 1.91% $16.9M $221.17
2024 Q4 REDUCED 77,813 -271 -0.3% 2.11% $19.5M $249.06
2024 Q3 REDUCED 78,084 -788 -1.0% 2.02% $18.2M $231.48
2024 Q2 ADDED 78,872 +25 +0.0% 2.08% $16.6M $209.00
2023 Q4 REDUCED 78,847 -7,383 -8.6% 2.30% $15.2M $190.55
2023 Q1 REDUCED 86,230 -5,561 -6.1% 2.53% $14.2M $162.55
2022 Q4 ADDED 91,791 +3,985 +4.5% 2.36% $11.9M $127.88
18 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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