AAPL APPLE INC

Ownership history in SYNTAX RESEARCH, INC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which SYNTAX RESEARCH, INC. 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
5.26% (2024 Q4)
Avg. % of fund
4.62%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,826 +1 +0.0% 4.83% $7.8M $271.61
2025 Q3 ADDED 28,825 +17 +0.1% 4.72% $7.3M $254.15
2025 Q2 REDUCED 28,808 -83 -0.3% 4.20% $5.9M $204.55
2025 Q1 REDUCED 28,891 -379 -1.3% 4.43% $6.4M $221.17
6 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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