AAPL Apple Computer Inc

Ownership history in FIRST NATIONAL CORP /MA/ /ADV  ·  27 quarters on record

AI Ownership Summary

FIRST NATIONAL CORP /MA/ /ADV reported Apple Computer Inc (AAPL) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.81% in 2024 Q4. The latest visible filing shows AAPL at 2.97% 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 NATIONAL CORP /MA/ /ADV's position in Apple Computer 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 Q3

AAPL was reported at 2.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.81% 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 Q3

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 NATIONAL CORP /MA/ /ADV 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 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 61,283 -877 -1.4% 2.97% $15.7M 2025-11-14 (Est.) $272.16
2025 Q2 REDUCED 62,160 -4,893 -7.3% 2.57% $12.8M 2025-07-08 $209.37
2025 Q1 REDUCED 67,053 -181 -0.3% 3.29% $14.9M 2025-04-11 $197.29
2024 Q4 REDUCED 67,234 -91 -0.1% 3.81% $16.8M 2025-01-29 $238.06
2024 Q3 ADDED 67,325 +159 +0.2% 3.49% $15.7M 2024-10-08 $224.30
2024 Q2 REDUCED 67,166 -11,091 -14.2% 3.37% $14.1M 2024-07-12 $228.77
2024 Q1 UNCHANGED 78,257 0% 3.70% $15.1M 2024-04-15 $171.13
2023 Q4 REDUCED 78,257 -184 -0.2% 3.70% $15.1M 2024-01-18 $186.69
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIRST NATIONAL CORP /MA/ /ADV 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 NATIONAL CORP /MA/ /ADV reported owning AAPL?

FIRST NATIONAL CORP /MA/ /ADV reported AAPL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AAPL position in FIRST NATIONAL CORP /MA/ /ADV's portfolio?

The largest reported portfolio weight for AAPL was 3.81% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q3, when FIRST NATIONAL CORP /MA/ /ADV reported 61,283 shares, equal to 2.97% of portfolio, with an estimated market value of $15.7M.

What does the chart on this AAPL ownership page compare?

The chart compares FIRST NATIONAL CORP /MA/ /ADV'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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