AAPL APPLE COMPUTER INC COMMON

Ownership history in CAPITAL ADVISORS INC/OK  ·  74 quarters on record

AI Ownership Summary

CAPITAL ADVISORS INC/OK reported APPLE COMPUTER INC COMMON (AAPL) in 74 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.73% in 2025 Q4. The latest visible filing shows AAPL at 3.73% 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 CAPITAL ADVISORS INC/OK's position in APPLE COMPUTER INC COMMON, 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 3.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.73% in 2025 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 CAPITAL ADVISORS INC/OK 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 ADDED 863,139 +2,143 +0.2% 3.73% $231.5M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 860,996 +137,978 +19.1% 3.62% $216.3M 2025-10-21 $262.27
2025 Q2 ADDED 723,018 +1,592 +0.2% 2.66% $148.3M 2025-07-22 $213.75
2025 Q1 ADDED 721,426 +10,643 +1.5% 3.19% $160.3M 2025-04-29 $210.29
2024 Q4 ADDED 710,783 +9,325 +1.3% 3.55% $178.0M 2025-01-29 $238.06
2024 Q3 ADDED 701,458 +16,591 +2.4% 3.27% $163.4M 2024-10-28 $231.88
2024 Q2 ADDED 684,867 +20,770 +3.1% 2.98% $144.2M 2024-07-31 $220.38
2024 Q1 REDUCED 664,097 -1,729 -0.3% 2.44% $113.9M 2024-04-29 $171.94
2023 Q4 REDUCED 665,826 -7,452 -1.1% 2.87% $128.2M 2024-01-29 $189.76
65 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CAPITAL ADVISORS INC/OK and AAPL

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

How long has CAPITAL ADVISORS INC/OK reported owning AAPL?

CAPITAL ADVISORS INC/OK reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in CAPITAL ADVISORS INC/OK's portfolio?

The largest reported portfolio weight for AAPL was 3.73% in 2025 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when CAPITAL ADVISORS INC/OK reported 863,139 shares, equal to 3.73% of portfolio, with an estimated market value of $231.5M.

What does the chart on this AAPL ownership page compare?

The chart compares CAPITAL ADVISORS INC/OK'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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