AAPL APPLE INC COM

Ownership history in GUGGENHEIM CAPITAL LLC  ·  74 quarters on record

This page tracks every 13F SEC filing in which GUGGENHEIM CAPITAL LLC reported a position in APPLE INC COM (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
4.12% (2024 Q4)
Avg. % of fund
1.66%
First filed
2007 Q4
Last filed
2025 Q4
Quarters held
74
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,768,985 -158,928 -8.2% 3.44% $480.9M $271.61
2025 Q3 ADDED 1,927,913 +4,960 +0.3% 3.56% $490.9M $254.15
2025 Q2 ADDED 1,922,953 +306,927 +19.0% 3.13% $394.5M $204.55
2025 Q1 REDUCED 1,616,026 -414,093 -20.4% 3.30% $359.0M $221.17
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% of Fund (quarterly)    AAPL price (monthly, adj. close)
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