AAPL β€” Apple Inc

Ownership history in CoreFirst Bank & Trust  Β·  20 quarters on record

AI Ownership Summary

CoreFirst Bank & Trust reported Apple Inc (AAPL) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.34% in 2024 Q4. The latest visible filing shows AAPL at 6.14% 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 CoreFirst Bank & Trust'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 6.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.34% 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
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 CoreFirst Bank & Trust held AAPL β€” position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 41,792 -1,590 -3.7% 6.14% $11.4M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 43,382 -1,612 -3.6% 5.97% $11.0M 2025-11-13 $272.69
2025 Q2 REDUCED 44,994 -2,180 -4.6% 5.21% $9.2M 2025-08-14 $232.34
2025 Q1 REDUCED 47,174 -2,164 -4.4% 6.74% $10.5M 2025-04-29 $210.29
2024 Q4 REDUCED 49,338 -2,037 -4.0% 7.34% $12.4M 2025-02-11 $231.61
2024 Q2 REDUCED 51,375 -2,792 -5.2% 7.28% $10.8M 2024-08-14 $220.27
2024 Q1 REDUCED 54,167 -1,459 -2.6% 5.81% $9.3M 2024-05-15 $188.26
2023 Q4 REDUCED 55,626 -2,474 -4.3% 7.12% $10.7M 2024-03-18 $172.15
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CoreFirst Bank & Trust and AAPL

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

How long has CoreFirst Bank & Trust reported owning AAPL?

CoreFirst Bank & Trust reported AAPL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for AAPL was 7.34% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when CoreFirst Bank & Trust reported 41,792 shares, equal to 6.14% of portfolio, with an estimated market value of $11.4M.

What does the chart on this AAPL ownership page compare?

The chart compares CoreFirst Bank & Trust'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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