Ownership history in McAdam, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which McAdam, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 84,619 | +2,070 | +2.5% | 1.05% | $23.0M | $271.61 |
| 2025 Q3 | ADDED | 82,549 | +2,286 | +2.8% | 1.04% | $21.0M | $254.15 |
| 2025 Q2 | ADDED | 80,263 | +5,585 | +7.5% | 0.90% | $16.5M | $204.55 |
| 2025 Q1 | REDUCED | 74,678 | -6,917 | -8.5% | 1.03% | $16.6M | $221.17 |
| 2024 Q4 | ADDED | 81,595 | +3,210 | +4.1% | 1.11% | $20.4M | $249.06 |
| 2024 Q3 | ADDED | 78,385 | +4,883 | +6.6% | 1.02% | $18.3M | $231.48 |
| 2024 Q2 | ADDED | 73,502 | +4,895 | +7.1% | 0.93% | $15.5M | $209.00 |
| 2024 Q1 | ADDED | 68,607 | +3,203 | +4.9% | 0.75% | $11.8M | $169.93 |
| 2023 Q4 | ADDED | 65,404 | +1,948 | +3.1% | 0.91% | $12.6M | $190.55 |
| 2023 Q3 | ADDED | 63,456 | +1,851 | +3.0% | 0.89% | $10.9M | $169.23 |
As of 2025 Q4 — sorted by position size