COWA, LLC AAPL — APPLE INC

Ownership history in COWA, LLC  ·  20 quarters on record

AI Ownership Summary

COWA, LLC reported APPLE INC (AAPL) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.13% in 2025 Q1. The latest visible filing shows AAPL at 3.14% 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 COWA, LLC'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 3.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.13% in 2025 Q1

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.

AAPL stock page COWA, LLC fund profile COWA, LLC full holdings
How COWA, LLC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 37,984 +1,105 +3.0% 3.14% $10.3M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED — — — 36,879 -554 -1.5% 3.12% $9.4M 2025-11-10 $269.18
2025 Q2 ADDED — — — 37,433 +1,612 +4.5% 2.93% $7.7M 2025-08-12 $229.21
2025 Q1 REDUCED — — — 35,821 -460 -1.3% 5.13% $12.0M 2025-05-13 $212.28
2024 Q4 REDUCED — — — 36,281 -978 -2.6% 4.19% $9.1M 2025-02-03 $226.77
2024 Q3 ADDED — — — 37,259 +961 +2.6% 4.13% $8.7M 2024-11-01 $221.46
2024 Q2 ADDED — — — 36,298 +2,715 +8.1% 4.08% $7.7M 2024-08-12 $216.11
2024 Q1 REDUCED — — — 33,583 -1,105 -3.2% 3.39% $5.8M 2024-05-07 $180.75
2023 Q4 REDUCED — — — 34,688 -281 -0.8% 4.16% $6.7M 2024-01-16 $181.74
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

GLP Holdings LLLP 95.49% RJA Asset Management LLC 3Y 91.53% Prospect Hill Management, LLC 3Y 57.18% INDEPENDENT INVESTORS INC 3Y 7Y 54.48% Hoffman, Alan N Investment Management 3Y 51.82% OAKLAND FINANCIAL CORP 30.03% Performance Wealth Partners, LLC 3Y 28.9% Harold Davidson & Associates Inc. 24.0% BIRINYI ASSOCIATES INC 3Y 7Y 22.87% Martin Capital Advisors, LLP 3Y 21.87%

FAQ About COWA, LLC and AAPL

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

How long has COWA, LLC reported owning AAPL?

COWA, LLC reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in COWA, LLC's portfolio?

The largest reported portfolio weight for AAPL was 5.13% in 2025 Q1.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when COWA, LLC reported 37,984 shares, equal to 3.14% of portfolio, with an estimated market value of $10.3M.

What does the chart on this AAPL ownership page compare?

The chart compares COWA, LLC'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.

How well did COWA, LLC time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, COWA, LLC correctly timed 12 out of 19 reported position changes (63%). The annualised alpha on AAPL relative to SPY over the holding period was +0.4%.

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