Ownership history in S&CO INC · 75 quarters on record
This page tracks every 13F SEC filing in which S&CO INC reported a position in APPLE INC common (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 | 232,949 | -160 | -0.1% | 3.93% | $63.3M | $271.61 |
| 2025 Q3 | REDUCED | 233,109 | -17,960 | -7.2% | 3.63% | $59.4M | $254.15 |
| 2025 Q2 | ADDED | 251,069 | +6,566 | +2.7% | 3.30% | $51.5M | $204.55 |
| 2025 Q1 | REDUCED | 244,503 | -28,580 | -10.5% | 3.64% | $54.3M | $221.17 |
As of 2025 Q4 — sorted by position size