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Stack Financial Management, Inc: AAPL position timeline

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

Stack Financial Management, Inc held 5,487 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,487 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,587,719.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    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 5,487 shares
    Change vs previous 13F -687 shares

    0.1% of the 13F portfolio, value $1,392,546.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    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 6,174 shares
    Change vs previous 13F +4,158 shares

    0.13% of the 13F portfolio, value $1,678,464.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    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 2,016 shares
    Change vs previous 13F -80 shares

    0.04% of the 13F portfolio, value $513,335.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    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 2,096 shares
    Change vs previous 13F -45 shares

    0.04% of the 13F portfolio, value $430,037.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    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 2,141 shares
    Change vs previous 13F +120 shares

    0.04% of the 13F portfolio, value $475,581.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    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 2,021 shares
    Change vs previous 13F -80 shares

    0.05% of the 13F portfolio, value $506,099.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    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 2,101 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $489,533.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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