AAPL APPLE COM

Ownership history in HALL LAURIE J TRUSTEE  ·  57 quarters on record

AI Ownership Summary

HALL LAURIE J TRUSTEE reported APPLE COM (AAPL) in 57 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.2% in 2025 Q4. The latest visible filing shows AAPL at 5.01% 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 HALL LAURIE J TRUSTEE's position in APPLE 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 5.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.2% in 2025 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.

How HALL LAURIE J TRUSTEE held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 55,908 -1,628 -2.8% 5.01% $14.2M 2026-04-06 $258.86
2025 Q4 REDUCED 57,536 -2,058 -3.5% 5.20% $15.6M 2026-01-20 $246.47
2025 Q3 REDUCED 59,594 -244 -0.4% 4.96% $15.2M 2025-10-14 $247.30
2025 Q2 ADDED 59,838 +265 +0.4% 4.06% $12.3M 2025-07-15 $208.48
2025 Q1 REDUCED 59,573 -519 -0.9% 4.72% $13.2M 2025-05-15 $210.81
2024 Q4 ADDED 60,092 +150 +0.3% 4.94% $15K 2025-01-16 $227.02
2024 Q3 REDUCED 59,942 -855 -1.4% 4.43% $14K 2024-10-08 $224.30
2024 Q2 ADDED 60,797 +686 +1.1% 4.46% $13K 2024-07-22 $222.24
2024 Q1 REDUCED 60,111 -516 -0.9% 3.63% $10K 2024-04-23 $165.39
2023 Q4 ADDED 60,627 +1,900 +3.2% 4.47% $12K 2024-01-11 $183.68
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HALL LAURIE J TRUSTEE and AAPL

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

How long has HALL LAURIE J TRUSTEE reported owning AAPL?

HALL LAURIE J TRUSTEE reported AAPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AAPL position in HALL LAURIE J TRUSTEE's portfolio?

The largest reported portfolio weight for AAPL was 5.20% in 2025 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when HALL LAURIE J TRUSTEE reported 55,908 shares, equal to 5.01% of portfolio, with an estimated market value of $14.2M.

What does the chart on this AAPL ownership page compare?

The chart compares HALL LAURIE J TRUSTEE'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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