Montag & Caldwell, LLC
- SEC CIK
- 0000067698
- Latest filing
- Aug 15, 2025
AAPL holding history
Apple Inc. in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AAPL overviewAll 13F holders of AAPLFull Q2 2025 holdings
- Shares (Q2 2025)
- 57,346
- Value
- $11.8M
- % of portfolio
- 2.6%
- Quarters held
- 18
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 57,346 | $11.8M | 2.6% | −39,758−40.9% | Reduced | Holders |
| Q1 2025 | 97,104 | $21.6M | 5.0% | −4,535−4.5% | Reduced | Holders |
| Q4 2024 | 101,639 | $25.5M | 5.4% | −7,725−7.1% | Reduced | Holders |
| Q3 2024 | 109,364 | $25.5M | 5.2% | −4,535−4.0% | Reduced | Holders |
| Q2 2024 | 113,899 | $24.0M | 4.8% | +50,256+79.0% | Added | Holders |
| Q1 2024 | 63,643 | $10.9M | 1.9% | −2,271−3.4% | Reduced | Holders |
| Q4 2023 | 65,914 | $12.7M | 2.2% | −28,774−30.4% | Reduced | Holders |
| Q3 2023 | 94,688 | $16.2M | 2.1% | −12,777−11.9% | Reduced | Holders |
| Q2 2023 | 107,465 | $20.8M | 2.5% | −974−0.9% | Reduced | Holders |
| Q1 2023 | 108,439 | $17.9M | 2.4% | −1,331−1.2% | Reduced | Holders |
| Q4 2022 | 109,770 | $14.3M | 2.1% | −37,413−25.4% | Reduced | Holders |
| Q3 2022 | 147,183 | $20.3M | 3.0% | −5,864−3.8% | Reduced | Holders |
| Q2 2022 | 153,047 | $20.9M | 3.0% | +6,048+4.1% | Added | Holders |
| Q1 2022 | 146,999 | $25.7M | 2.9% | −113,928−43.7% | Reduced | Holders |
| Q4 2021 | 260,927 | $46.3M | 4.5% | −31,130−10.7% | Reduced | Holders |
| Q3 2021 | 292,057 | $41.3M | 3.8% | −77,901−21.1% | Reduced | Holders |
| Q2 2021 | 369,958 | $50.7M | 4.6% | −22,126−5.6% | Reduced | Holders |
| Q1 2021 | 392,084 | $47.9M | 4.4% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.