AAPL Apple Computer, Inc. COM

Ownership history in ALBION FINANCIAL GROUP /UT  ·  104 quarters on record

AI Ownership Summary

ALBION FINANCIAL GROUP /UT reported Apple Computer, Inc. COM (AAPL) in 104 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.02% in 2024 Q4. The latest visible filing shows AAPL at 5.56% 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 ALBION FINANCIAL GROUP /UT's position in Apple Computer, Inc. COM, 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 5.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.02% in 2024 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 ALBION FINANCIAL GROUP /UT 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 REDUCED 328,607 -11,173 -3.3% 5.56% $89.3M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 339,780 +2,580 +0.8% 5.23% $86.5M 2025-10-20 $261.74
2025 Q2 REDUCED 337,200 -17,394 -4.9% 4.52% $69.2M 2025-07-17 $209.38
2025 Q1 ADDED 354,594 +3,419 +1.0% 5.57% $78.8M 2025-04-25 $208.37
2024 Q4 ADDED 351,175 +2,381 +0.7% 6.02% $87.9M 2025-01-17 $228.73
2024 Q3 ADDED 348,794 +1,719 +0.5% 5.64% $81.3M 2024-10-09 $228.04
2024 Q2 ADDED 347,075 +218 +0.1% 5.51% $73.1M 2024-07-10 $231.19
2024 Q1 REDUCED 346,857 -426 -0.1% 4.59% $59.5M 2024-04-19 $163.51
2023 Q4 ADDED 347,283 +3,558 +1.0% 5.51% $66.9M 2024-01-26 $190.44
95 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALBION FINANCIAL GROUP /UT and AAPL

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

How long has ALBION FINANCIAL GROUP /UT reported owning AAPL?

ALBION FINANCIAL GROUP /UT reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in ALBION FINANCIAL GROUP /UT's portfolio?

The largest reported portfolio weight for AAPL was 6.02% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when ALBION FINANCIAL GROUP /UT reported 328,607 shares, equal to 5.56% of portfolio, with an estimated market value of $89.3M.

What does the chart on this AAPL ownership page compare?

The chart compares ALBION FINANCIAL GROUP /UT'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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