AAPL APPLE INC

Ownership history in Grace & Mercy Foundation, Inc.  ·  13 quarters on record

AI Ownership Summary

Grace & Mercy Foundation, Inc. reported APPLE INC (AAPL) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.1% in 2023 Q4. The latest visible filing shows AAPL at 1.96% 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 Grace & Mercy Foundation, Inc.'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 1.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.1% 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 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 Grace & Mercy Foundation, Inc. held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 31,900 -18,400 -36.6% 1.96% $8.7M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 50,300 -2,000 -3.8% 2.73% $12.8M 2025-11-14 $272.16
2025 Q2 UNCHANGED 52,300 0% 2.22% $10.7M 2025-08-14 $232.34
2025 Q1 UNCHANGED 52,300 0% 2.90% $11.6M 2025-05-15 $210.81
2024 Q4 UNCHANGED 52,300 0% 2.95% $13.1M 2025-02-14 $243.54
2024 Q3 UNCHANGED 52,300 0% 2.77% $12.2M 2024-11-14 $226.98
2024 Q2 REDUCED 52,300 -8,000 -13.3% 2.49% $11.0M 2024-08-14 $220.27
2024 Q1 UNCHANGED 60,300 0% 2.63% $10.3M 2024-05-15 $188.26
2023 Q4 UNCHANGED 60,300 0% 3.10% $11.6M 2024-02-14 $182.49
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Grace & Mercy Foundation, 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 Grace & Mercy Foundation, Inc. reported owning AAPL?

Grace & Mercy Foundation, Inc. reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in Grace & Mercy Foundation, Inc.'s portfolio?

The largest reported portfolio weight for AAPL was 3.10% in 2023 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Grace & Mercy Foundation, Inc. reported 31,900 shares, equal to 1.96% of portfolio, with an estimated market value of $8.7M.

What does the chart on this AAPL ownership page compare?

The chart compares Grace & Mercy Foundation, 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.

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