Ownership history in McCarthy & Cox · 7 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox 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 Q3 | ADDED | 1,545 | +1 | +0.1% | 0.09% | $393K | $254.15 |
| 2025 Q2 | REDUCED | 1,544 | -122 | -7.3% | 0.08% | $317K | $204.55 |
| 2025 Q1 | ADDED | 1,666 | +19 | +1.2% | 0.16% | $370K | $221.17 |
| 2024 Q4 | REDUCED | 1,647 | -120 | -6.8% | 0.14% | $412K | $249.06 |
| 2024 Q3 | ADDED | 1,767 | +66 | +3.9% | 0.16% | $412K | $231.48 |
| 2024 Q2 | REDUCED | 1,701 | -465 | -21.5% | 0.14% | $358K | $209.00 |
| 2024 Q1 | INITIATED | 2,166 | — | — | 0.14% | $371K | — |
As of 2025 Q4 — sorted by position size