AAPL APPLE INC

Ownership history in &PARTNERS  ·  29 quarters on record

This page tracks every 13F SEC filing in which &PARTNERS 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
7.52% (2022 Q1)
Avg. % of fund
5.11%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,651,448 +470,282 +21.6% 3.77% $720.9M $271.61
2025 Q3 ADDED 2,181,166 +169,397 +8.4% 3.53% $551.6M $254.15
2025 Q2 ADDED 2,011,769 +382,132 +23.4% 3.17% $412.9M $204.55
2025 Q1 ADDED 1,629,637 +175,358 +12.1% 3.77% $355.0M $221.17
2024 Q4 ADDED 1,454,279 +536,464 +58.5% 4.25% $354.5M $249.06
2024 Q3 ADDED 917,815 +447,786 +95.3% 4.13% $214.2M $231.48
2024 Q2 ADDED 470,029 +294,514 +167.8% 4.33% $99.0M $209.00
2024 Q1 ADDED 175,515 +92,919 +112.5% 4.15% $30.1M $169.93
2023 Q4 ADDED 82,596 +24,280 +41.6% 3.82% $15.7M $190.55
2023 Q3 REDUCED 58,316 -1,074 -1.8% 4.66% $10.0M $169.23
19 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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