AAPL β€” Apple Inc Com

Ownership history in Bank & Trust Co  Β·  8 quarters on record

AI Ownership Summary

Bank & Trust Co reported Apple Inc Com (AAPL) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 2.65% in 2024 Q4. The latest visible filing shows AAPL at 2.21% 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.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank & Trust Co's position in Apple 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
2026 Q1

AAPL was reported at 2.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.65% 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
2024 Q2 to 2026 Q1

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 Bank & Trust Co held AAPL β€” position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 12,941 +558 +4.5% 2.21% $3.3M 2026-04-13 $259.20
2025 Q4 REDUCED 12,383 -153 -1.2% 2.38% $3.4M 2026-01-13 $260.81
2025 Q3 REDUCED 12,536 -68 -0.5% 2.36% $3.2M 2025-10-06 $256.20
2025 Q2 ADDED 12,604 +105 +0.8% 2.05% $2.6M 2025-07-14 $207.99
2025 Q1 REDUCED 12,499 -103 -0.8% 2.26% $2.8M 2025-04-09 $197.99
2024 Q4 REDUCED 12,602 -210 -1.6% 2.65% $3.2M 2025-01-07 $240.89
2024 Q3 REDUCED 12,812 -12 -0.1% 2.42% $3.0M 2024-10-09 $228.04
2024 Q2 INITIATED 12,824 β€” β€” 2.29% $2.7M 2024-07-08 $226.07

FAQ About Bank & Trust Co and AAPL

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

How long has Bank & Trust Co reported owning AAPL?

Bank & Trust Co reported AAPL across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported AAPL position in Bank & Trust Co's portfolio?

The largest reported portfolio weight for AAPL was 2.65% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when Bank & Trust Co reported 12,941 shares, equal to 2.21% of portfolio, with an estimated market value of $3.3M.

What does the chart on this AAPL ownership page compare?

The chart compares Bank & Trust Co'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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