AAPL APPLE INC

Ownership history in FORTE CAPITAL LLC /ADV  ·  44 quarters on record

AI Ownership Summary

FORTE CAPITAL LLC /ADV reported APPLE INC (AAPL) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 7.05% in 2023 Q4. The latest visible filing shows AAPL at 4.98% 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 FORTE CAPITAL LLC /ADV'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 Q2

AAPL was reported at 4.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.05% 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 Q4 to 2025 Q2

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 FORTE CAPITAL LLC /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 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 225,618 -2,914 -1.3% 4.98% $46.3M 2025-08-14 (Est.) $232.34
2025 Q1 REDUCED 228,532 -8,014 -3.4% 6.02% $50.8M 2025-05-02 $204.46
2024 Q4 REDUCED 236,546 -8,573 -3.5% 6.66% $59.2M 2025-02-03 $226.77
2024 Q3 REDUCED 245,119 -5,299 -2.1% 6.46% $57.1M 2024-10-31 $224.44
2024 Q2 REDUCED 250,418 -10,836 -4.1% 6.37% $52.7M 2024-08-13 $219.83
2024 Q1 REDUCED 261,254 -6,478 -2.4% 5.54% $44.8M 2024-05-14 $185.99
2023 Q4 REDUCED 267,732 -3,161 -1.2% 7.05% $51.5M 2024-02-06 $187.35
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FORTE CAPITAL LLC /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 FORTE CAPITAL LLC /ADV reported owning AAPL?

FORTE CAPITAL LLC /ADV reported AAPL across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported AAPL position in FORTE CAPITAL LLC /ADV's portfolio?

The largest reported portfolio weight for AAPL was 7.05% in 2023 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q2, when FORTE CAPITAL LLC /ADV reported 225,618 shares, equal to 4.98% of portfolio, with an estimated market value of $46.3M.

What does the chart on this AAPL ownership page compare?

The chart compares FORTE CAPITAL LLC /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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