Skip to content

IMS Capital Management: AAPL position timeline

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

IMS Capital Management held 54,248 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 54,248 shares
    Change vs previous 13F -2,450 shares

    6.37% of the 13F portfolio, value $13,813,173.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 56,698 shares
    Change vs previous 13F -1,358 shares

    5.43% of the 13F portfolio, value $11,632,679.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 58,056 shares
    Change vs previous 13F -2,257 shares

    6.5% of the 13F portfolio, value $12,896,083.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 60,313 shares
    Change vs previous 13F -849 shares

    7% of the 13F portfolio, value $15,103,572.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 61,162 shares
    Change vs previous 13F -625 shares

    6.4% of the 13F portfolio, value $14,250,804.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 61,787 shares
    Change vs previous 13F -2,645 shares

    6.52% of the 13F portfolio, value $13,995,430.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 64,432 shares
    Change vs previous 13F -222 shares

    5.14% of the 13F portfolio, value $11,048,747.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 64,654 shares
    Change vs previous 13F not available

    6.11% of the 13F portfolio, value $12,447,806.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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