AAPL APPLE INC COM

Ownership history in First Bank & Trust  ·  38 quarters on record

AI Ownership Summary

First Bank & Trust reported APPLE INC COM (AAPL) in 38 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.55% in 2026 Q1. The latest visible filing shows AAPL at 2.55% 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 First Bank & Trust's position in APPLE INC COM, 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
2026 Q1

AAPL was reported at 2.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.55% in 2026 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 2026 Q1

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 First Bank & Trust 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 62,479 +7,912 +14.5% 2.55% $15.9M 2026-04-10 $260.48
2025 Q4 ADDED 54,567 +910 +1.7% 2.42% $14.8M 2026-01-12 $260.01
2025 Q3 ADDED 53,657 +38,070 +244.2% 2.30% $13.7M 2025-10-10 $244.80
2025 Q2 UNCHANGED 15,587 0% 0.57% $3.2M 2025-07-09 $210.50
2025 Q1 ADDED 15,587 +7 +0.0% 0.67% $3.5M 2025-04-28 $209.23
2024 Q4 REDUCED 15,580 -165 -1.0% 0.75% $3.9M 2025-02-03 $226.77
2024 Q3 REDUCED 15,745 -241 -1.5% 0.70% $3.7M 2024-10-24 $229.07
2024 Q2 REDUCED 15,986 -493 -3.0% 0.69% $3.4M 2024-07-09 $226.92
2024 Q1 REDUCED 16,479 -214 -1.3% 0.58% $2.8M 2024-04-17 $166.48
2023 Q4 ADDED 16,693 +118 +0.7% 0.78% $3.2M 2024-01-12 $184.01
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First 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 First Bank & Trust reported owning AAPL?

First Bank & Trust reported AAPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for AAPL was 2.55% in 2026 Q1.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when First Bank & Trust reported 62,479 shares, equal to 2.55% of portfolio, with an estimated market value of $15.9M.

What does the chart on this AAPL ownership page compare?

The chart compares First 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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