AAPL APPLE INC

Ownership history in Compton Wealth Advisory Group, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Compton Wealth Advisory Group, 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
6.04% (2020 Q2)
Avg. % of fund
3.67%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 67,567 +3,946 +6.2% 4.01% $18.4M $271.61
2025 Q3 REDUCED 63,621 -539 -0.8% 3.75% $16.2M $254.15
2025 Q2 ADDED 64,160 +477 +0.7% 3.33% $13.2M $204.55
2025 Q1 REDUCED 63,683 -1,206 -1.9% 3.93% $14.1M $221.17
2024 Q4 ADDED 64,889 +492 +0.8% 4.19% $16.2M $249.06
2024 Q3 ADDED 64,397 +1,313 +2.1% 3.79% $15.0M $231.48
2024 Q2 ADDED 63,084 +1,104 +1.8% 3.54% $13.3M $209.00
2024 Q1 ADDED 61,980 +437 +0.7% 2.91% $10.6M $169.93
2023 Q4 ADDED 61,543 +1,108 +1.8% 3.72% $11.8M $190.55
2023 Q3 REDUCED 60,435 -834 -1.4% 3.55% $10.3M $169.23
19 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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