AAPL APPLE INC

Ownership history in Objective Capital Management, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Objective Capital Management, 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
6.18% (2023 Q2)
Avg. % of fund
4.6%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 9,223 -323 -3.4% 2.55% $2.5M $271.61
2025 Q3 REDUCED 9,546 -19 -0.2% 2.52% $2.4M $254.15
2025 Q2 REDUCED 9,565 -1,376 -12.6% 2.20% $2.0M $204.55
2025 Q1 REDUCED 10,941 -20,914 -65.7% 3.10% $2.4M $221.17
2024 Q4 REDUCED 31,855 -9,256 -22.5% 5.33% $8.0M $249.06
2024 Q3 ADDED 41,111 +2,019 +5.2% 5.63% $9.6M $231.48
2024 Q1 ADDED 39,092 +1,619 +4.3% 4.53% $6.7M $169.93
2023 Q4 REDUCED 37,473 -187 -0.5% 5.50% $7.2M $190.55
2023 Q3 ADDED 37,660 +1,230 +3.4% 5.72% $6.4M $169.23
2023 Q2 REDUCED 36,430 -667 -1.8% 6.18% $7.1M $191.46
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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