AAPL Apple Computer Inc

Ownership history in ALTA CAPITAL MANAGEMENT LLC/  ·  72 quarters on record

AI Ownership Summary

ALTA CAPITAL MANAGEMENT LLC/ reported Apple Computer Inc (AAPL) in 72 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.98% in 2024 Q4. The latest visible filing shows AAPL at 4.34% 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 ALTA CAPITAL MANAGEMENT LLC/'s position in Apple Computer 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 4.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.98% 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 ALTA CAPITAL MANAGEMENT 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 REDUCED 239,833 -92,950 -27.9% 4.34% $65.2M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 332,783 -17,932 -5.1% 4.72% $84.7M 2025-11-04 $269.53
2025 Q2 REDUCED 350,715 -7,488 -2.1% 4.09% $72.0M 2025-07-28 $213.40
2025 Q1 REDUCED 358,203 -109,736 -23.5% 5.16% $79.6M 2025-04-21 $192.32
2024 Q4 REDUCED 467,939 -17,030 -3.5% 6.98% $117.2M 2025-02-06 $231.95
2024 Q3 REDUCED 484,969 -28,338 -5.5% 6.72% $113.0M 2024-11-12 $223.01
2024 Q2 ADDED 513,307 +32,031 +6.7% 6.80% $108.1M 2024-07-25 $215.82
2024 Q1 REDUCED 481,276 -8,852 -1.8% 5.09% $82.5M 2024-04-25 $168.36
2023 Q4 REDUCED 490,128 -10,555 -2.1% 6.09% $94.4M 2024-01-22 $191.90
63 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALTA CAPITAL MANAGEMENT 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 ALTA CAPITAL MANAGEMENT LLC/ reported owning AAPL?

ALTA CAPITAL MANAGEMENT LLC/ reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in ALTA CAPITAL MANAGEMENT LLC/'s portfolio?

The largest reported portfolio weight for AAPL was 6.98% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when ALTA CAPITAL MANAGEMENT LLC/ reported 239,833 shares, equal to 4.34% of portfolio, with an estimated market value of $65.2M.

What does the chart on this AAPL ownership page compare?

The chart compares ALTA CAPITAL MANAGEMENT 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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