Ownership history in Plancorp, LLC · 50 quarters on record
This page tracks every 13F SEC filing in which Plancorp, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 116,364 | -2,777 | -2.3% | 0.96% | $31.6M | $271.61 |
| 2025 Q3 | REDUCED | 119,141 | -6,562 | -5.2% | 0.95% | $30.3M | $254.15 |
| 2025 Q2 | ADDED | 125,703 | +4,942 | +4.1% | 0.89% | $25.8M | $204.55 |
| 2025 Q1 | ADDED | 120,761 | +5,436 | +4.7% | 1.06% | $26.8M | $221.17 |
As of 2025 Q4 — sorted by position size