Ownership history in Lipe & Dalton · 52 quarters on record
This page tracks every 13F SEC filing in which Lipe & Dalton reported a position in APPLE INC COM 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 66,911 | -3,119 | -4.5% | 8.99% | $18.2M | $271.61 |
| 2025 Q2 | REDUCED | 70,030 | -1,968 | -2.7% | 7.76% | $14.4M | $204.55 |
| 2025 Q1 | REDUCED | 71,998 | -3,107 | -4.1% | 8.95% | $16.0M | $221.17 |
| 2024 Q4 | REDUCED | 75,105 | -1,528 | -2.0% | 9.98% | $18.8M | $249.06 |
As of 2025 Q4 — sorted by position size