AAPL APPLE INC

Ownership history in David J Yvars Group  ·  21 quarters on record

This page tracks every 13F SEC filing in which David J Yvars Group 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
5.79% (2022 Q2)
Avg. % of fund
3.76%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 21,644 +40 +0.2% 3.13% $5.9M $271.61
2025 Q3 REDUCED 21,604 -22 -0.1% 2.95% $5.5M $254.15
2025 Q2 ADDED 21,626 +251 +1.2% 2.60% $4.4M $204.55
2025 Q1 REDUCED 21,375 -173 -0.8% 3.74% $4.7M $221.17
2024 Q4 REDUCED 21,548 -2,361 -9.9% 3.29% $5.4M $249.06
2024 Q3 ADDED 23,909 +93 +0.4% 3.45% $5.6M $231.48
2024 Q2 REDUCED 23,816 -1,052 -4.2% 3.14% $5.0M $209.00
2024 Q1 REDUCED 24,868 -3,607 -12.7% 2.88% $4.3M $169.93
2023 Q4 REDUCED 28,475 -2,335 -7.6% 4.41% $5.5M $190.55
2023 Q3 REDUCED 30,810 -723 -2.3% 4.40% $5.3M $169.23
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
← Back to David J Yvars Group Holdings