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Stack Financial Management, Inc

SEC CIK
0001308685
Latest filing
Aug 3, 2026

AAPL holding history

Apple Inc. in every 13F filed by Stack Financial Management, Inc, 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 2026 holdings

Shares (Q2 2026)
5,487
Value
$1.59M
% of portfolio
0.1%
Quarters held
11
Since Q2 2023
Holdings of AAPL by Stack Financial Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,487$1.59M0.1%00.0%UnchangedHolders
Q1 20265,487$1.39M0.1%−687−11.1%ReducedHolders
Q4 20256,174$1.68M0.1%+4,158+206.3%AddedHolders
Q3 20252,016$513.3K<0.1%−80−3.8%ReducedHolders
Q2 20252,096$430.0K<0.1%−45−2.1%ReducedHolders
Q1 20252,141$475.6K<0.1%+120+5.9%AddedHolders
Q4 20242,021$506.1K<0.1%−80−3.8%ReducedHolders
Q3 20242,101$489.5K<0.1%00.0%UnchangedHolders
Q2 20242,101$442.5K<0.1%+2,101NewHolders
Q1 20240$00.0%−1,101−100.0%Sold outHolders
Q4 20231,101$212.0K<0.1%+1,101NewHolders
Q3 20230$00.0%−1,231−100.0%Sold outHolders
Q2 20231,231$238.8K<0.1%+1,231NewHolders