AAPL APPLE INC

Ownership history in Aft, Forsyth & Sober, LLC  ·  24 quarters on record

AI Ownership Summary

Aft, Forsyth & Sober, LLC reported APPLE INC (AAPL) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.68% in 2025 Q4. The latest visible filing shows AAPL at 2.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aft, Forsyth & Sober, LLC's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AAPL was reported at 2.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.68% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aft, Forsyth & Sober, LLC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 32,600 0% 2.68% $8.9M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 32,600 +50 +0.2% 2.57% $8.3M 2025-11-05 $269.63
2025 Q2 ADDED 32,550 +150 +0.5% 2.25% $6.7M 2025-08-14 $232.34
2025 Q1 ADDED 32,400 +100 +0.3% 2.51% $7.2M 2025-05-12 $210.15
2024 Q4 UNCHANGED 32,300 0% 2.62% $8.1M 2025-02-14 $243.54
2024 Q3 UNCHANGED 32,300 0% 2.48% $7.5M 2024-11-14 $226.98
2024 Q2 UNCHANGED 32,300 0% 2.33% $6.8M 2024-08-02 $218.17
2024 Q1 ADDED 32,300 +16,200 +100.6% 1.95% $5.5M 2024-05-13 $184.85
2023 Q4 UNCHANGED 16,100 0% 1.19% $3.1M 2024-02-08 $186.38
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Aft, Forsyth & Sober, LLC and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aft, Forsyth & Sober, LLC reported owning AAPL?

Aft, Forsyth & Sober, LLC reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in Aft, Forsyth & Sober, LLC's portfolio?

The largest reported portfolio weight for AAPL was 2.68% in 2025 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Aft, Forsyth & Sober, LLC reported 32,600 shares, equal to 2.68% of portfolio, with an estimated market value of $8.9M.

What does the chart on this AAPL ownership page compare?

The chart compares Aft, Forsyth & Sober, LLC's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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