Forum Financial Management, LP AAPL — Apple Inc

Ownership history in Forum Financial Management, LP  ·  18 quarters on record

AI Ownership Summary

Forum Financial Management, LP reported Apple Inc (AAPL) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.32% in 2024 Q4. The latest visible filing shows AAPL at 0.92% 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 Forum Financial Management, 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
2026 Q1

AAPL was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% 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 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.

AAPL stock page Forum Financial Management, LP fund profile Forum Financial Management, LP full holdings
How Forum Financial Management, LP 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 257,073 -68,715 -21.1% 0.92% $65.2M 2026-04-23 $273.43
2025 Q4 REDUCED — — — 325,788 -2,216 -0.7% 1.15% $88.6M 2026-01-27 $258.03
2025 Q3 ADDED — — — 328,004 +15,950 +5.1% 1.14% $83.5M 2025-10-24 $262.32
2025 Q2 REDUCED — — — 312,054 -4,360 -1.4% 0.97% $64.0M 2025-07-30 $208.42
2025 Q1 ADDED — — — 316,414 +4,000 +1.3% 1.16% $70.3M 2025-05-02 $204.46
2024 Q4 ADDED — — — 312,414 +7,937 +2.6% 1.32% $78.2M 2025-02-13 $240.48
2024 Q3 REDUCED — — — 304,477 -3,248 -1.1% 1.18% $70.9M 2024-10-29 $232.15
2024 Q2 REDUCED — — — 307,725 -2,998 -1.0% 1.17% $64.8M 2024-07-30 $217.12
2024 Q1 REDUCED — — — 310,723 -4,760 -1.5% 0.91% $53.3M 2024-05-09 $182.91
2023 Q4 ADDED — — — 315,483 +20,662 +7.0% 1.14% $60.7M 2024-02-07 $187.46
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

GLP Holdings LLLP 95.49% RJA Asset Management LLC 3Y 91.53% INDEPENDENT INVESTORS INC 3Y 7Y 54.48% Hoffman, Alan N Investment Management 3Y 51.82% Performance Wealth Partners, LLC 3Y 28.9% Putney Financial Group LLC 21.56% Integrated Financial Solutions, Inc. 21.12% Seek First Inc. 20.13% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 19.95% Semus Wealth Partners LLC 3Y 19.41%

FAQ About Forum Financial Management, 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 Forum Financial Management, LP reported owning AAPL?

Forum Financial Management, LP reported AAPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AAPL position in Forum Financial Management, LP's portfolio?

The largest reported portfolio weight for AAPL was 1.32% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when Forum Financial Management, LP reported 257,073 shares, equal to 0.92% of portfolio, with an estimated market value of $65.2M.

What does the chart on this AAPL ownership page compare?

The chart compares Forum Financial Management, 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.

How well did Forum Financial Management, LP time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, Forum Financial Management, LP correctly timed 6 out of 17 reported position changes (35%). The annualised alpha on AAPL relative to SPY over the holding period was +2.2%.

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