AAPL APPLE INC

Ownership history in E&G Advisors, LP  ·  49 quarters on record

AI Ownership Summary

E&G Advisors, LP reported APPLE INC (AAPL) in 49 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.89% in 2023 Q3. The latest visible filing shows AAPL at 1.36% 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 E&G Advisors, LP'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 1.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.89% in 2023 Q3

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 E&G Advisors, LP 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 REDUCED 22,452 -1,229 -5.2% 1.36% $6.1M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 23,681 -178 -0.7% 1.40% $6.0M 2025-10-21 $262.27
2025 Q2 REDUCED 23,859 -1,359 -5.4% 1.27% $4.9M 2025-07-14 $207.99
2025 Q1 REDUCED 25,218 -257 -1.0% 1.58% $5.6M 2025-04-23 $203.71
2024 Q4 REDUCED 25,475 -409 -1.6% 1.73% $6.4M 2025-01-24 $221.57
2024 Q3 ADDED 25,884 +21 +0.1% 1.67% $6.0M 2024-10-18 $233.47
2024 Q2 REDUCED 25,863 -534 -2.0% 1.60% $5.4M 2024-07-18 $222.46
2024 Q1 REDUCED 26,397 -102 -0.4% 1.42% $4.5M 2024-04-19 $163.51
2023 Q4 REDUCED 26,499 -3,623 -12.0% 1.81% $5.1M 2024-01-25 $192.17
2023 Q3 REDUCED 30,122 -748 -2.4% 1.89% $5.2M 2023-10-25 $169.12
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About E&G Advisors, LP and AAPL

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

How long has E&G Advisors, LP reported owning AAPL?

E&G Advisors, LP reported AAPL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AAPL position in E&G Advisors, LP's portfolio?

The largest reported portfolio weight for AAPL was 1.89% in 2023 Q3.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when E&G Advisors, LP reported 22,452 shares, equal to 1.36% of portfolio, with an estimated market value of $6.1M.

What does the chart on this AAPL ownership page compare?

The chart compares E&G Advisors, LP'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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