Number of Shares
145,218.00
Current Holdings Value*
$32.26 Mil
% of Portfolio
23.01%
Total Estimate Gain
$8.24 Mil
% of Total Estimate Gain
21.09%

Martin Capital Advisors, LLP's Apple Inc Holding Summary

As of 2025-03-31, Martin Capital Advisors, LLP held 145,218.00 shares of Apple Inc(AAPL), totaling $32.26 Mil. This investment constitutes 23.01% of their stock portfolio, and Martin Capital Advisors, LLP now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Martin Capital Advisors, LLP has made 2 purchases of AAPL, at an average price of $158.31, for a total of 246,915.00 shares. In addition, there have been 11 sales at an average price of $160.49 for 101,697.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Martin Capital Advisors, LLP's estimated gain on his AAPL holdings is $8.24 Mil, reflecting a 21.09% gain to date.

Martin Capital Advisors, LLP AAPL ($213.55) Holding Chart

Martin Capital Advisors, LLP AAPL ($213.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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