AAPL APPLE INC

Ownership history in Patten Group, Inc.  ·  45 quarters on record

This page tracks every 13F SEC filing in which Patten Group, Inc. 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
5.28% (2022 Q1)
Avg. % of fund
3.41%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 65,370 -1,908 -2.8% 3.29% $17.8M $271.61
2025 Q3 REDUCED 67,278 -2,140 -3.1% 3.33% $17.1M $254.15
2025 Q2 REDUCED 69,418 -4,104 -5.6% 3.01% $14.2M $204.55
2025 Q1 REDUCED 73,522 -3,310 -4.3% 3.74% $16.3M $221.17
2024 Q4 REDUCED 76,832 -3,805 -4.7% 4.26% $19.2M $249.06
2024 Q3 REDUCED 80,637 -1,085 -1.3% 4.17% $18.8M $231.48
2024 Q2 REDUCED 81,722 -2,527 -3.0% 4.06% $17.2M $209.00
2024 Q1 REDUCED 84,249 -5,819 -6.5% 3.56% $14.4M $169.93
2023 Q4 REDUCED 90,068 -4,651 -4.9% 4.71% $17.3M $190.55
2023 Q3 REDUCED 94,719 -3,460 -3.5% 4.85% $16.2M $169.23
35 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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