AAPL APPLE INC

Ownership history in Oak Thistle LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Oak Thistle 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.

Peak position
0.67% (2024 Q4)
Avg. % of fund
0.38%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11,753 -1,820 -13.4% 0.46% $3.0M $254.15
2025 Q2 ADDED 13,573 +4,611 +51.5% 0.41% $2.8M $204.55
2024 Q4 ADDED 8,962 +7,703 +611.8% 0.67% $2.2M $249.06
2024 Q2 REDUCED 1,259 -706 -35.9% 0.20% $265K $209.00
2024 Q1 REDUCED 1,965 -7,546 -79.3% 0.30% $337K $169.93
2023 Q4 ADDED 9,511 +5,362 +129.2% 0.53% $1.8M $190.55
2023 Q3 ADDED 4,149 +2,337 +129.0% 0.21% $710K $169.23
2022 Q4 ADDED 1,812 +580 +47.1% 0.51% $235K $127.88
2022 Q1 INITIATED 1,232 0.11% $215K $171.08
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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