AAPL β€” APPLE INC

Ownership history in BROOKS, MOORE & ASSOCIATES, INC.  Β·  29 quarters on record

AI Ownership Summary

BROOKS, MOORE & ASSOCIATES, INC. reported APPLE INC (AAPL) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.14% in 2023 Q4. The latest visible filing shows AAPL at 2.67% 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 BROOKS, MOORE & ASSOCIATES, INC.'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 2.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.14% in 2023 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 BROOKS, MOORE & ASSOCIATES, INC. held AAPL β€” position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 19,957 -345 -1.7% 2.67% $5.4M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 20,302 -180 -0.9% 2.62% $5.2M 2025-11-17 $267.21
2025 Q2 ADDED 20,482 +58 +0.3% 2.29% $4.3M 2025-08-15 $231.15
2025 Q1 REDUCED 20,424 -322 -1.6% 2.56% $4.5M 2025-05-14 $211.69
2024 Q4 REDUCED 20,746 -560 -2.6% 3.07% $5.2M 2025-02-14 $243.54
2024 Q3 REDUCED 21,306 -711 -3.2% 2.93% $5.0M 2024-11-14 $226.98
2024 Q2 UNCHANGED 22,017 β€” 0% 2.98% $4.6M 2024-08-15 $223.25
2024 Q1 REDUCED 22,017 -1,677 -7.1% 2.42% $3.8M 2024-05-14 $185.99
2023 Q4 ADDED 23,694 +2 +0.0% 3.14% $4.6M 2024-02-15 $182.20
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BROOKS, MOORE & ASSOCIATES, INC. and AAPL

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

How long has BROOKS, MOORE & ASSOCIATES, INC. reported owning AAPL?

BROOKS, MOORE & ASSOCIATES, INC. reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in BROOKS, MOORE & ASSOCIATES, INC.'s portfolio?

The largest reported portfolio weight for AAPL was 3.14% in 2023 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when BROOKS, MOORE & ASSOCIATES, INC. reported 19,957 shares, equal to 2.67% of portfolio, with an estimated market value of $5.4M.

What does the chart on this AAPL ownership page compare?

The chart compares BROOKS, MOORE & ASSOCIATES, INC.'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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