SPC Financial Inc’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.2M | Buy |
71,416
+403
| +0.6% | +$91K | 1.42% | 26 |
|
|
2025
Q2 | $14.6M | Buy |
71,013
+226
| +0.3% | +$45.6K | 1.22% | 26 |
|
|
2025
Q1 | $15.7M | Buy |
70,787
+372
| +0.5% | +$86.2K | 1.38% | 24 |
|
|
2024
Q4 | $17.6M | Buy |
70,415
+13,161
| +23% | +$3.1M | 1.54% | 22 |
|
|
2024
Q3 | $13.3M | Buy |
57,254
+5,493
| +11% | +$1.23M | 1.18% | 26 |
|
|
2024
Q2 | $10.9M | Sell |
51,761
-2,508
| -5% | -$468K | 1.01% | 27 |
|
|
2024
Q1 | $9.31M | Sell |
54,269
-2,059
| -4% | -$374K | 0.87% | 29 |
|
|
2023
Q4 | $10.8M | Buy |
56,328
+3,142
| +6% | +$580K | 1.11% | 26 |
|
|
2023
Q3 | $9.11M | Sell |
53,186
-621
| -1% | -$114K | 1.02% | 25 |
|
|
2023
Q2 | $10.4M | Buy |
53,807
+11,471
| +27% | +$2M | 1.13% | 24 |
|
|
2023
Q1 | $6.98M | Buy |
42,336
+1,326
| +3% | +$196K | 0.8% | 29 |
|
|
2022
Q4 | $5.33M | Sell |
41,010
-78
| -0.2% | -$11.1K | 0.63% | 33 |
|
|
2022
Q3 | $5.68M | Sell |
41,088
-666
| -2% | -$105K | 0.71% | 28 |
|
|
2022
Q2 | $5.71M | Buy |
41,754
+2,032
| +5% | +$308K | 0.7% | 29 |
|
|
2022
Q1 | $6.94M | Buy |
39,722
+2,045
| +5% | +$344K | 0.81% | 27 |
|
|
2021
Q4 | $6.69M | Buy |
37,677
+633
| +2% | +$100K | 0.75% | 29 |
|
|
2021
Q3 | $5.24M | Sell |
37,044
-946
| -2% | -$139K | 0.65% | 30 |
|
|
2021
Q2 | $5.2M | Buy |
37,990
+21,830
| +135% | +$2.83M | 0.63% | 31 |
|
|
2021
Q1 | $1.97M | Buy |
16,160
+184
| +1% | +$23.6K | 0.26% | 53 |
|
|
2020
Q4 | $2.12M | Buy |
15,976
+146
| +0.9% | +$17.6K | 0.3% | 54 |
|
|
2020
Q3 | $1.83M | Buy |
15,830
+2,130
| +16% | +$232K | 0.32% | 51 |
|
|
2020
Q2 | $1.25M | Buy |
13,700
+240
| +2% | +$18.6K | 0.26% | 59 |
|
|
2020
Q1 | $856K | Buy |
13,460
+1,124
| +9% | +$82.7K | 0.22% | 65 |
|
|
2019
Q4 | $906K | Hold |
12,336
| – | – | 0.17% | 72 |
|
|
2019
Q3 | $691K | Buy |
12,336
+312
| +3% | +$16.3K | 0.15% | 74 |
|
|
2019
Q2 | $595K | Sell |
12,024
-1,584
| -12% | -$77.2K | 0.12% | 87 |
|
|
2019
Q1 | $646K | Buy |
13,608
+440
| +3% | +$18.7K | 0.14% | 84 |
|
|
2018
Q4 | $519K | Sell |
13,168
-23,840
| -64% | -$1.16M | 0.14% | 78 |
|
|
2018
Q3 | $2.09M | Sell |
37,008
-12,216
| -25% | -$636K | 0.42% | 39 |
|
|
2018
Q2 | $2.28M | Sell |
49,224
-700
| -1% | -$31.7K | 0.5% | 38 |
|
|
2018
Q1 | $2.09M | Sell |
49,924
-1,704
| -3% | -$73.4K | 0.48% | 38 |
|
|
2017
Q4 | $2.18M | Buy |
51,628
+36
| +0.1% | +$1.5K | 0.51% | 37 |
|
|
2017
Q3 | $1.99M | Sell |
51,592
-2,928
| -5% | -$114K | 0.49% | 40 |
|
|
2017
Q2 | $1.96M | Sell |
54,520
-1,296
| -2% | -$47.9K | 0.52% | 40 |
|
|
2017
Q1 | $2M | Buy |
55,816
+3,644
| +7% | +$120K | 0.56% | 35 |
|
|
2016
Q4 | $1.51M | Buy |
52,172
+35,636
| +216% | +$1.01M | 0.46% | 40 |
|
|
2016
Q3 | $467K | Buy |
16,536
+1,892
| +13% | +$50.1K | 0.15% | 85 |
|
|
2016
Q2 | $350K | Sell |
14,644
-1,128
| -7% | -$28K | 0.13% | 94 |
|
|
2016
Q1 | $430K | Buy |
15,772
+400
| +3% | +$9.97K | 0.16% | 80 |
|
|
2015
Q4 | $405K | Sell |
15,372
-280
| -2% | -$8K | 0.16% | 80 |
|
|
2015
Q3 | $432K | Sell |
15,652
-560
| -3% | -$16.4K | 0.19% | 77 |
|
|
2015
Q2 | $508K | Buy |
16,212
+40
| +0.2% | +$1.28K | 0.14% | 83 |
|
|
2015
Q1 | $503K | Buy |
16,172
+700
| +5% | +$21.1K | 0.14% | 82 |
|
|
2014
Q4 | $427K | Buy |
15,472
+376
| +2% | +$10.2K | 0.12% | 79 |
|
|
2014
Q3 | $380K | Buy |
15,096
+5,828
| +63% | +$143K | 0.11% | 84 |
|
|
2014
Q2 | $215K | Buy |
+9,268
| New | +$197K | 0.06% | 102 |
|
|
2014
Q1 | – | Sell |
-12,040
| Closed | -$241K | – | 101 |
|
|
2013
Q4 | $241K | Buy |
12,040
+140
| +1% | +$2.65K | 0.08% | 96 |
|
|
2013
Q3 | $203K | Buy |
+11,900
| New | +$197K | 0.07% | 96 |
|
Other funds holding AAPL
SPC Financial Inc's AAPL Position: Q3 2025 in Review
SPC Financial Inc increased its Apple (AAPL) stake by 0.57% in Q3 2025, buying an estimated $91K and bringing the position to 71,416 shares worth $18.2M. The position accounts for 1.42% of the portfolio, ranked #26.
SPC Financial Inc first reported a position in AAPL in Q3 2013 and has held it in 48 quarters since. 5,595 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.
- SPC Financial Inc held 71,416 shares of Apple worth $18.2M as of Q3 2025.
- SPC Financial Inc bought 403 Apple shares in Q3 2025, an estimated $91K.
- Apple made up 1.42% of SPC Financial Inc's portfolio in Q3 2025, its #26 holding.
- SPC Financial Inc first reported a position in Apple in Q3 2013 and has held it in 48 quarters since.
- 5,595 funds tracked by Wall St. Rank held Apple as of Q3 2025.
Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.