AAPL APPLE INC

Ownership history in Stephens Consulting, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Stephens Consulting, 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
2.35% (2022 Q4)
Avg. % of fund
0.96%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 12,191 -36 -0.3% 1.07% $3.3M $271.61
2025 Q3 ADDED 12,227 +1,862 +18.0% 1.07% $3.1M $254.15
2025 Q2 REDUCED 10,365 -1,846 -15.1% 0.50% $2.1M $204.55
2025 Q1 ADDED 12,211 +487 +4.2% 0.68% $2.7M $221.17
2024 Q4 REDUCED 11,724 -382 -3.2% 0.73% $2.9M $249.06
2024 Q3 ADDED 12,106 +39 +0.3% 0.72% $2.8M $231.48
2024 Q2 REDUCED 12,067 -1,022 -7.8% 0.72% $2.5M $209.00
2024 Q1 REDUCED 13,089 -1,545 -10.6% 0.69% $2.2M $169.93
2023 Q4 ADDED 14,634 +4,391 +42.9% 0.95% $2.8M $190.55
2023 Q3 REDUCED 10,243 -155 -1.5% 0.71% $1.8M $169.23
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% of Fund (quarterly)    AAPL price (monthly, adj. close)
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