Goelzer Investment Management, Inc. AAPL — APPLE INC COM

Ownership history in Goelzer Investment Management, Inc.  ·  57 quarters on record

AI Ownership Summary

Goelzer Investment Management, Inc. reported APPLE INC COM (AAPL) in 57 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.24% in 2025 Q1. The latest visible filing shows AAPL at 1.99% 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 Goelzer Investment Management, Inc.'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 1.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.24% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 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 Goelzer Investment Management, Inc. fund profile Goelzer Investment Management, Inc. full holdings
How Goelzer Investment Management, Inc. 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 161,957 +6,192 +4.0% 1.99% $41.1M 2026-04-09 $260.25
2025 Q4 ADDED — — — 155,765 +8,158 +5.5% 1.96% $42.3M 2026-01-14 $259.48
2025 Q3 REDUCED — — — 147,607 -59 -0.0% 1.99% $37.6M 2025-10-14 $247.07
2025 Q2 REDUCED — — — 147,666 -4,350 -2.9% 1.66% $30.3M 2025-07-09 $210.31
2025 Q1 REDUCED — — — 152,016 -1,446 -0.9% 2.24% $38.1M 2025-04-23 $203.52
2024 Q4 ADDED — — — 153,462 +1,354 +0.9% 2.23% $38.4M 2025-01-21 $221.23
2024 Q3 REDUCED — — — 152,108 -4,454 -2.8% 1.94% $35.4M 2024-10-04 $225.11
2024 Q2 REDUCED — — — 156,562 -2,137 -1.3% 1.84% $33.0M 2024-08-09 $214.38
2024 Q1 ADDED — — — 158,699 +5,573 +3.6% 1.54% $27.2M 2024-05-02 $171.31
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q2 — sorted by position size

Adelphi Trust Co 5.17% GP Brinson Investments LLC 3Y 4.96% First Financial Bank - Trust Division 3Y 7Y 2.53% Marathon Mission, Inc. 0.7% Global Wealth Strategies & Associates 3Y 0.61% Miller Global Investments, LLC 0.56%

FAQ About Goelzer Investment Management, Inc. and AAPL

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

How long has Goelzer Investment Management, Inc. reported owning AAPL?

Goelzer Investment Management, Inc. reported AAPL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AAPL position in Goelzer Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for AAPL was 2.24% in 2025 Q1.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when Goelzer Investment Management, Inc. reported 161,957 shares, equal to 1.99% of portfolio, with an estimated market value of $41.1M.

What does the chart on this AAPL ownership page compare?

The chart compares Goelzer Investment Management, Inc.'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 Goelzer Investment Management, Inc. time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, Goelzer Investment Management, Inc. correctly timed 21 out of 55 reported position changes (38%). The annualised alpha on AAPL relative to SPY over the holding period was +6.5%.

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