AAPL APPLE INC

Ownership history in Stevard, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Stevard, 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
8.08% (2024 Q3)
Avg. % of fund
2.32%
First filed
2020 Q1
Last filed
2024 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 UNCHANGED 8,518 0% 7.96% $2.1M $249.06
2024 Q3 REDUCED 8,518 -4,304 -33.6% 8.08% $2.0M $231.48
2024 Q2 ADDED 12,822 +1,772 +16.0% 2.33% $2.7M $209.00
2024 Q1 UNCHANGED 11,050 0% 1.71% $1.9M $169.93
14 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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