Wellington Shields Capital Management, LLC: AAPL position timeline

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

Wellington Shields Capital Management, LLC held 216,027 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 216,027 shares
Change vs previous 13F +470 shares
5.06% of the 13F portfolio, value $62,509,480.
13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Wellington Shields Capital Management, LLC: 99,923 shares
- Wellington Shields & Co., LLC: 116,104 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 215,557 shares
Change vs previous 13F -12,836 shares
5.17% of the 13F portfolio, value $54,706,199.
13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Wellington Shields Capital Management, LLC: 106,370 shares
- Wellington Shields & Co., LLC: 109,187 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 228,393 shares
Change vs previous 13F -3,122 shares
5.69% of the 13F portfolio, value $62,091,048.
13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Wellington Shields Capital Management, LLC: 118,135 shares
- Wellington Shields & Co., LLC: 110,258 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 231,515 shares
Change vs previous 13F -1,606 shares
5.66% of the 13F portfolio, value $58,950,592.
13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Wellington Shields Capital Management, LLC: 120,260 shares
- Wellington Shields & Co., LLC: 111,255 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 233,121 shares
Change vs previous 13F -7,520 shares
5.07% of the 13F portfolio, value $47,829,497.
13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Wellington Shields Capital Management, LLC: 122,388 shares
- Wellington Shields & Co., LLC: 110,733 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 240,641 shares
Change vs previous 13F -4,912 shares
6.14% of the 13F portfolio, value $53,453,496.
13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Wellington Shields Capital Management, LLC: 129,080 shares
- Wellington Shields & Co., LLC: 111,561 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 245,553 shares
Change vs previous 13F -3,907 shares
6.9% of the 13F portfolio, value $61,491,390.
13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Wellington Shields Capital Management, LLC: 136,043 shares
- Wellington Shields & Co., LLC: 109,510 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 249,460 shares
Change vs previous 13F not available
6.43% of the 13F portfolio, value $58,124,231.
13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Wellington Shields Capital Management, LLC: 138,689 shares
- Wellington Shields & Co., LLC: 110,771 shares
Acceptance time not in the bulk data set (spec §4.2).