AAPL APPLE INC

Ownership history in Edgestream Partners, L.P.  ·  44 quarters on record

This page tracks every 13F SEC filing in which Edgestream Partners, L.P. 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
11.51% (2017 Q2)
Avg. % of fund
2.49%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
44
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 66,727 +43,000 +181.2% 0.51% $18.1M $271.61
2025 Q3 REDUCED 23,727 -80,697 -77.3% 0.18% $6.0M $254.15
2025 Q2 ADDED 104,424 +46,004 +78.7% 0.60% $21.4M $204.55
2025 Q1 REDUCED 58,420 -66,371 -53.2% 0.44% $13.0M $221.17
2024 Q4 ADDED 124,791 +44,134 +54.7% 1.33% $31.3M $249.06
2024 Q3 REDUCED 80,657 -50,094 -38.3% 0.83% $18.8M $231.48
2024 Q2 ADDED 130,751 +66,928 +104.9% 1.33% $27.5M $209.00
2024 Q1 REDUCED 63,823 -37,454 -37.0% 0.55% $10.9M $169.93
2023 Q4 REDUCED 101,277 -29,590 -22.6% 1.40% $19.5M $190.55
2023 Q3 REDUCED 130,867 -31,811 -19.6% 1.78% $22.4M $169.23
34 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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