AAPL APPLE INC

Ownership history in David J Yvars Group  ·  21 quarters on record

AI Ownership Summary

David J Yvars Group reported APPLE INC (AAPL) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.41% in 2023 Q4. The latest visible filing shows AAPL at 3.13% 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 David J Yvars Group'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 3.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.41% 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 Q3 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 David J Yvars Group held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 21,644 +40 +0.2% 3.13% $5.9M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 21,604 -22 -0.1% 2.95% $5.5M 2025-10-27 $268.30
2025 Q2 ADDED 21,626 +251 +1.2% 2.60% $4.4M 2025-07-09 $210.50
2025 Q1 REDUCED 21,375 -173 -0.8% 3.74% $4.7M 2025-04-17 $196.13
2024 Q4 REDUCED 21,548 -2,361 -9.9% 3.29% $5.4M 2025-01-14 $232.01
2024 Q3 ADDED 23,909 +93 +0.4% 3.45% $5.6M 2024-10-31 $224.44
2024 Q2 REDUCED 23,816 -1,052 -4.2% 3.14% $5.0M 2024-07-23 $223.28
2024 Q1 REDUCED 24,868 -3,607 -12.7% 2.88% $4.3M 2024-04-11 $173.46
2023 Q4 REDUCED 28,475 -2,335 -7.6% 4.41% $5.5M 2024-01-10 $184.28
2023 Q3 REDUCED 30,810 -723 -2.3% 4.40% $5.3M 2023-10-16 $176.65
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About David J Yvars Group and AAPL

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

How long has David J Yvars Group reported owning AAPL?

David J Yvars Group reported AAPL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AAPL position in David J Yvars Group's portfolio?

The largest reported portfolio weight for AAPL was 4.41% in 2023 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when David J Yvars Group reported 21,644 shares, equal to 3.13% of portfolio, with an estimated market value of $5.9M.

What does the chart on this AAPL ownership page compare?

The chart compares David J Yvars Group'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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