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MATRIX ASSET ADVISORS INC/NY: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX ASSET ADVISORS INC/NY on AAPL, newest first. How the timeline and the estimate are built.

MATRIX ASSET ADVISORS INC/NY held 150,926 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 150,926 shares
    Change vs previous 13F -1,247 shares

    4.14% of the 13F portfolio, value $50,261,493.

    13F-HR 0001172661-26-004502 filed by MATRIX ASSET ADVISORS INC/NY
    Accepted , ingested

  2. period ended2026-06-30
    13F 152,173 shares
    Change vs previous 13F -1,098 shares

    3.58% of the 13F portfolio, value $44,032,645.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 153,271 shares
    Change vs previous 13F +6,469 shares

    3.57% of the 13F portfolio, value $38,898,605.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 146,802 shares
    Change vs previous 13F -1,747 shares

    3.59% of the 13F portfolio, value $39,909,599.

    13F-HR 0001172661-26-000208 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 148,549 shares
    Change vs previous 13F -27 shares

    3.51% of the 13F portfolio, value $37,825,094.

    13F-HR 0001172661-25-004282 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 148,576 shares
    Change vs previous 13F +6,459 shares

    3.08% of the 13F portfolio, value $30,483,344.

    13F-HR/A 0001172661-25-003115 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 142,117 shares
    Change vs previous 13F -651 shares

    3.48% of the 13F portfolio, value $31,568,511.

    13F-HR 0001172661-25-001530 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 142,768 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $35,751,963.

    13F-HR 0001172661-25-000313 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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