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MONTAG & CALDWELL, LLC: AAPL position timeline

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

MONTAG & CALDWELL, LLC held 57,346 AAPL shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 57,346 shares
    Change vs previous 13F -39,758 shares

    2.58% of the 13F portfolio, value $11,765,679.

    13F-HR 0001062993-25-014469 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 97,104 shares
    Change vs previous 13F -4,535 shares

    5% of the 13F portfolio, value $21,569,712.

    13F-HR 0001062993-25-009154 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 101,639 shares
    Change vs previous 13F -7,725 shares

    5.43% of the 13F portfolio, value $25,452,438.

    13F-HR 0001062993-25-002311 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 109,364 shares
    Change vs previous 13F -4,535 shares

    5.18% of the 13F portfolio, value $25,481,812.

    13F-HR 0000067698-24-000015 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 113,899 shares
    Change vs previous 13F +50,256 shares

    4.85% of the 13F portfolio, value $23,989,407.

    13F-HR 0000067698-24-000009 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 63,643 shares
    Change vs previous 13F -2,271 shares

    1.88% of the 13F portfolio, value $10,913,502.

    13F-HR 0000067698-24-000003 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 65,914 shares
    Change vs previous 13F -28,774 shares

    2.21% of the 13F portfolio, value $12,690,422.

    13F-HR 0000067698-24-000002 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 94,688 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $16,211,532.

    13F-HR 0000067698-23-000008 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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