AAPL APPLE INC

Ownership history in DCM Advisors, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which DCM Advisors, 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
9.58% (2022 Q1)
Avg. % of fund
7.01%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 49,308 -13,356 -21.3% 5.52% $13.3M $271.61
2025 Q3 REDUCED 62,664 -2,704 -4.1% 6.69% $15.9M $254.15
2025 Q2 ADDED 65,368 +4,772 +7.9% 5.72% $13.3M $204.55
2025 Q1 REDUCED 60,596 -14,484 -19.3% 7.07% $13.3M $221.17
2024 Q4 ADDED 75,080 +14,393 +23.7% 8.75% $18.7M $249.06
2024 Q3 REDUCED 60,687 -554 -0.9% 7.12% $14.1M $231.48
2024 Q2 REDUCED 61,241 -20,533 -25.1% 6.81% $12.9M $209.00
2024 Q1 REDUCED 81,774 -22,771 -21.8% 5.78% $14.0M $169.93
2023 Q4 ADDED 104,545 +114 +0.1% 7.21% $20.1M $190.55
2023 Q3 REDUCED 104,431 -2,990 -2.8% 8.08% $17.9M $169.23
8 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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