SEC 13F Intelligence

Edge Capital Group, LLC / AAPL

Edge Capital Group, LLC’s Apple Inc Position

Does Edge Capital Group, LLC own Apple Inc (AAPL)? Yes — 114.2K shares worth $29M (+1.27% of its 13F portfolio) as of Q4 2024, up from 110.4K shares the prior filed quarter.

Position Value
$29M
Q4 2024
Shares
114.2K
% of Portfolio
+1.27%
Quarters Held
25
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $7MQ4 ’19Q1 ’20: $6MQ2 ’20: $9MQ3 ’20: $13MQ4 ’20: $21MQ4 ’20Q1 ’21: $14MQ2 ’21: $14MQ3 ’21: $14MQ4 ’21: $18MQ4 ’21Q1 ’22: $17MQ2 ’22: $16MQ3 ’22: $16MQ4 ’22: $16MQ4 ’22Q1 ’23: $27MQ2 ’23: $33MQ3 ’23: $21MQ4 ’23: $23MQ4 ’23Q1 ’24: $19MQ2 ’24: $24MQ3 ’24: $26MQ4 ’24: $29MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024114.2K$29M+1.27%
Q3 2024110.4K$26M+1.14%
Q2 2024113.3K$24M+1.16%
Q1 2024112.1K$19M+0.96%
Q4 2023121.8K$23M+1.31%
Q3 2023121.0K$21M+1.34%
Q2 2023171.4K$33M+1.91%
Q1 2023165.8K$27M+1.68%
Q4 2022126.9K$16M+1.15%
Q3 2022118.9K$16M+1.35%
Q2 2022118.7K$16M+1.40%
Q1 202299.9K$17M+1.20%
Q4 2021100.0K$18M+1.26%
Q3 2021101.1K$14M+1.14%
Q2 2021101.8K$14M+1.11%
Q1 2021110.5K$14M+1.13%
Q4 2020154.5K$21M+1.73%
Q3 2020109.4K$13M+1.27%
Q2 202023.9K$9M+0.91%
Q1 202024.3K$6M+0.74%
Q4 201923.1K$7M+0.66%
Q3 201923.8K$5M+0.54%
Q2 201924.5K$5M+0.47%
Q1 201923.0K$4M+0.43%
Q4 201820.6K$3M+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edge Capital Group, LLC’s full portfolio or all institutional holders of AAPL.