AAPL — APPLE INC

Ownership history in CX Institutional  ·  31 quarters on record

This page tracks every 13F SEC filing in which CX Institutional 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
1.92% (2025 Q4)
Avg. % of fund
0.92%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 236,446 -8,771 -3.6% 1.92% $64.3M $271.61
2025 Q3 ADDED 245,217 +36,565 +17.5% 1.90% $62.4M $254.15
2025 Q2 ADDED 208,652 +18,674 +9.8% 1.49% $42.8M $204.55
2025 Q1 ADDED 189,978 +13,013 +7.4% 1.59% $42.2M $221.17
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)

Other funds also holding AAPL

As of 2025 Q4 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% RJA Asset Management LLC 3Y 94.32% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 64.14% Prospect Hill Management, LLC 3Y 55.59% INDEPENDENT INVESTORS INC 3Y 7Y 55.22% Hoffman, Alan N Investment Management 3Y 51.75% H&H International Investment, LLC 3Y 50.3% Winning Points Advisors, LLC 3Y 42.13% Circle Wealth Management, LLC 3Y 7Y 39.42% FIDUCIARY FAMILY OFFICE, LLC 34.49%
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