AAPL β€” APPLE INC

Ownership history in DURANTE & WATERS, LLC  Β·  9 quarters on record

AI Ownership Summary

DURANTE & WATERS, LLC reported APPLE INC (AAPL) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.19% in 2024 Q4. The latest visible filing shows AAPL at 1.08% 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 DURANTE & WATERS, 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 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% 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 DURANTE & WATERS, LLC held AAPL β€” position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 5,692 β€” 0% 1.08% $1.5M 2026-02-14 (Est.) $255.78
2025 Q3 UNCHANGED 5,692 β€” 0% 1.07% $1.4M 2025-11-05 $269.63
2025 Q2 REDUCED 5,692 -70 -1.2% 0.92% $1.2M 2025-07-30 $208.42
2025 Q1 UNCHANGED 5,762 β€” 0% 1.08% $1.3M 2025-04-28 $209.23
2024 Q4 UNCHANGED 5,762 β€” 0% 1.19% $1.4M 2025-02-06 $231.95
2024 Q3 REDUCED 5,762 -30 -0.5% 1.13% $1.3M 2024-10-28 $231.88
2024 Q2 ADDED 5,792 +316 +5.8% 1.09% $1.2M 2024-07-26 $216.29
2024 Q1 REDUCED 5,476 -24 -0.4% 0.86% $939K 2024-04-29 $171.94
2023 Q4 INITIATED 5,500 β€” β€” 1.02% $1.1M 2024-01-22 $191.90

FAQ About DURANTE & WATERS, 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 DURANTE & WATERS, LLC reported owning AAPL?

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

What was the largest reported AAPL position in DURANTE & WATERS, LLC's portfolio?

The largest reported portfolio weight for AAPL was 1.19% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when DURANTE & WATERS, LLC reported 5,692 shares, equal to 1.08% of portfolio, with an estimated market value of $1.5M.

What does the chart on this AAPL ownership page compare?

The chart compares DURANTE & WATERS, 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.

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