AAPL — APPLE INC

Ownership history in SYM FINANCIAL Corp  ·  33 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp 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
1.58% (2024 Q4)
Avg. % of fund
0.74%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 49,583 +382 +0.8% 1.38% $13.5M $271.61
2025 Q3 REDUCED 49,201 -4,527 -8.4% 1.34% $12.5M $254.15
2025 Q2 ADDED 53,728 +3,427 +6.8% 1.23% $11.0M $204.55
2025 Q1 ADDED 50,301 +1,401 +2.9% 1.38% $11.2M $221.17
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)

Other funds also holding AAPL

As of 2025 Q4 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% RJA Asset Management LLC 3Y 94.32% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 64.14% Prospect Hill Management, LLC 3Y 55.59% INDEPENDENT INVESTORS INC 3Y 7Y 55.22% Hoffman, Alan N Investment Management 3Y 51.75% H&H International Investment, LLC 3Y 50.3% Winning Points Advisors, LLC 3Y 42.13% Circle Wealth Management, LLC 3Y 7Y 39.42% FIDUCIARY FAMILY OFFICE, LLC 34.49%
← Back to SYM FINANCIAL Corp Holdings