AAPL — Apple Computer Inc COM

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  82 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported Apple Computer Inc COM (AAPL) in 82 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.99% in 2024 Q4. The latest visible filing shows AAPL at 6.57% 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 BALDWIN WEALTH PARTNERS LLC/MA'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 6.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.99% 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.

AAPL stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA 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 378,060 -10,840 -2.8% 6.57% $102.8M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 388,900 -5,591 -1.4% 6.45% $99.0M 2025-10-14 $247.30
2025 Q2 REDUCED 394,491 -7,134 -1.8% 5.50% $80.9M 2025-07-24 $213.11
2025 Q1 REDUCED 401,625 -2,416 -0.6% 6.26% $89.2M 2025-04-14 $201.64
2024 Q4 ADDED 404,041 +6,682 +1.7% 6.99% $101.2M 2025-01-22 $222.61
2024 Q3 REDUCED 397,359 -10,240 -2.5% 6.31% $92.6M 2024-10-16 $230.27
2024 Q2 REDUCED 407,599 -7,957 -1.9% 6.69% $85.8M 2024-07-12 $228.77
2024 Q1 REDUCED 415,556 -13,798 -3.2% 5.37% $71.3M 2024-04-12 $174.96
2023 Q4 REDUCED 429,354 -8,157 -1.9% 6.49% $82.7M 2024-01-08 $183.65
73 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

Employees Provident Fund Board 10.43% NEVILLE RODIE & SHAW INC 3Y 7Y 8.17% DWR WEALTH MANAGEMENT, LLC 6.96% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 6.67% Adelphi Trust Co 5.22% GP Brinson Investments LLC 3Y 4.84% Financial Insights, Inc. 3Y 7Y 4.42% Vigilare Wealth Management 3Y 2.89% First Financial Bank - Trust Division 3Y 7Y 2.49% Hamrick Investment Counsel, llc 2.05%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and AAPL

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

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning AAPL?

BALDWIN WEALTH PARTNERS LLC/MA reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for AAPL was 6.99% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 378,060 shares, equal to 6.57% of portfolio, with an estimated market value of $102.8M.

What does the chart on this AAPL ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA'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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