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Advisors Capital Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

Advisors Capital Management, LLC held 1,052,271 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,052,271 shares
    Change vs previous 13F +36,763 shares

    3.22% of the 13F portfolio, value $304,485,192.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,015,508 shares
    Change vs previous 13F +14,421 shares

    3% of the 13F portfolio, value $257,725,905.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,001,087 shares
    Change vs previous 13F +31,284 shares

    3.2% of the 13F portfolio, value $272,155,593.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 969,803 shares
    Change vs previous 13F +15,325 shares

    3.06% of the 13F portfolio, value $246,941,137.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 954,478 shares
    Change vs previous 13F +45,629 shares

    2.68% of the 13F portfolio, value $195,830,384.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 908,849 shares
    Change vs previous 13F -115,535 shares

    3.12% of the 13F portfolio, value $201,882,682.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,024,384 shares
    Change vs previous 13F +13,679 shares

    4.04% of the 13F portfolio, value $256,526,284.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,010,705 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $235,494,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).