AAPL APPLE INC

Ownership history in Galvin, Gaustad & Stein, LLC  ·  21 quarters on record

AI Ownership Summary

Galvin, Gaustad & Stein, LLC reported APPLE INC (AAPL) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.78% in 2024 Q2. The latest visible filing shows AAPL at 1.92% 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 Galvin, Gaustad & Stein, LLC'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 1.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.78% in 2024 Q2

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 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 Galvin, Gaustad & Stein, LLC 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 90,284 -9,955 -9.9% 1.92% $24.5M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 100,239 -6,601 -6.2% 2.07% $25.5M 2025-10-22 $257.96
2025 Q2 REDUCED 106,840 -946 -0.9% 1.89% $21.9M 2025-07-24 $213.11
2025 Q1 REDUCED 107,786 -8,236 -7.1% 2.14% $23.9M 2025-05-07 $195.40
2024 Q4 REDUCED 116,022 -8,463 -6.8% 2.60% $29.1M 2025-01-17 $228.73
2024 Q3 REDUCED 124,485 -17,368 -12.2% 2.58% $29.0M 2024-11-01 $221.46
2024 Q2 ADDED 141,853 +2,728 +2.0% 2.78% $29.9M 2024-07-17 $227.12
2024 Q1 ADDED 139,125 +21,425 +18.2% 2.20% $23.9M 2024-04-15 $171.13
2023 Q4 REDUCED 117,700 -2,147 -1.8% 2.12% $22.7M 2024-01-11 $183.68
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Galvin, Gaustad & Stein, LLC and AAPL

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

How long has Galvin, Gaustad & Stein, LLC reported owning AAPL?

Galvin, Gaustad & Stein, LLC reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in Galvin, Gaustad & Stein, LLC's portfolio?

The largest reported portfolio weight for AAPL was 2.78% in 2024 Q2.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Galvin, Gaustad & Stein, LLC reported 90,284 shares, equal to 1.92% of portfolio, with an estimated market value of $24.5M.

What does the chart on this AAPL ownership page compare?

The chart compares Galvin, Gaustad & Stein, LLC'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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