AAPL β€” APPLE INC

Ownership history in CLUNE & ASSOCIATES, LTD.  Β·  5 quarters on record

AI Ownership Summary

CLUNE & ASSOCIATES, LTD. reported APPLE INC (AAPL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.42% in 2024 Q4. The latest visible filing shows AAPL at 1.96% 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 CLUNE & ASSOCIATES, LTD.'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 1.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.42% 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 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 CLUNE & ASSOCIATES, LTD. held AAPL β€” position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 33,389 +5,806 +21.0% 1.96% $9.1M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 27,583 -50 -0.2% 1.76% $7.0M 2025-10-17 $251.81
2025 Q2 REDUCED 27,633 -283 -1.0% 1.55% $5.7M 2025-07-30 $208.42
2025 Q1 REDUCED 27,916 -1,223 -4.2% 1.90% $6.2M 2025-04-28 $209.23
2024 Q4 INITIATED 29,139 β€” β€” 2.42% $7.3M 2025-02-11 $231.61

FAQ About CLUNE & ASSOCIATES, LTD. and AAPL

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

How long has CLUNE & ASSOCIATES, LTD. reported owning AAPL?

CLUNE & ASSOCIATES, LTD. reported AAPL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported AAPL position in CLUNE & ASSOCIATES, LTD.'s portfolio?

The largest reported portfolio weight for AAPL was 2.42% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when CLUNE & ASSOCIATES, LTD. reported 33,389 shares, equal to 1.96% of portfolio, with an estimated market value of $9.1M.

What does the chart on this AAPL ownership page compare?

The chart compares CLUNE & ASSOCIATES, LTD.'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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