AAPL APPLE INC

Ownership history in Boit C F David  ·  18 quarters on record

AI Ownership Summary

Boit C F David reported APPLE INC (AAPL) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.46% in 2025 Q3. The latest visible filing shows AAPL at 3.36% 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 Boit C F David'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 3.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.46% in 2025 Q3

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 Boit C F David 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 30,002 0% 3.36% $7.8M 2026-02-14 (Est.) $255.78
2025 Q3 UNCHANGED 30,002 0% 3.46% $7.6M 2025-10-28 $268.49
2025 Q2 UNCHANGED 30,002 0% 2.96% $6.2M 2025-07-30 $208.42
2025 Q1 UNCHANGED 30,002 0% 3.34% $6.7M 2025-04-08 $171.67
2024 Q4 ADDED 30,002 +100 +0.3% 3.05% $7.5M 2025-01-24 $221.57
2024 Q3 REDUCED 29,902 -100 -0.3% 3.36% $6.8M 2024-10-07 $220.24
2024 Q2 UNCHANGED 30,002 0% 3.29% $6.3M 2024-07-10 $231.19
2024 Q1 UNCHANGED 30,002 0% 2.78% $5.1M 2024-05-02 $171.47
2023 Q4 ADDED 30,002 +4,600 +18.1% 3.12% $5.5M 2024-01-24 $192.50
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Boit C F David and AAPL

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

How long has Boit C F David reported owning AAPL?

Boit C F David reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in Boit C F David's portfolio?

The largest reported portfolio weight for AAPL was 3.46% in 2025 Q3.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Boit C F David reported 30,002 shares, equal to 3.36% of portfolio, with an estimated market value of $7.8M.

What does the chart on this AAPL ownership page compare?

The chart compares Boit C F David'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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