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
2024 Q4 ADDED 48,900 +20,274 +70.8% 1.58% $12.2M $249.06
2024 Q3 ADDED 28,626 +1,695 +6.3% 0.89% $6.7M $231.48
2024 Q2 ADDED 26,931 +6,060 +29.0% 0.90% $5.7M $209.00
2024 Q1 REDUCED 20,871 -8,456 -28.8% 0.59% $3.6M $169.93
2023 Q4 ADDED 29,327 +3,217 +12.3% 0.91% $5.6M $190.55
2023 Q3 ADDED 26,110 +18,079 +225.1% 0.79% $4.5M $169.23
23 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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