Harvest Investment Advisors, LLC AAPL — Apple

Ownership history in Harvest Investment Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Harvest Investment Advisors, LLC reported Apple (AAPL) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 1.58% in 2024 Q2. The latest visible filing shows AAPL at 0.55% 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 Harvest Investment Advisors, LLC's position in Apple, 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 Q3

AAPL was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% 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
2024 Q2 to 2026 Q3

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 Harvest Investment Advisors, LLC fund profile Harvest Investment Advisors, LLC full holdings
How Harvest Investment Advisors, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 3,218 -1 -0.0% 0.55% $1.1M 2026-11-12 $354.88
2026 Q2 REDUCED 13.4% +17.1% ❌ 3,219 -499 -13.4% 0.46% $931K 2026-08-14 $305.70
2025 Q4 UNCHANGED — — — 3,718 — 0% 0.57% $1.0M 2026-02-17 $263.21
2025 Q2 ADDED — — — 3,718 +1,600 +75.5% 0.49% $763K 2025-08-14 $231.75
2025 Q1 REDUCED 12.0% -7.5% ✅ 2,118 -289 -12.0% 0.34% $470K 2025-05-12 $209.62
2024 Q4 REDUCED 33.9% -11.2% ✅ 2,407 -1,236 -33.9% 0.42% $603K 2025-02-14 $242.92
2024 Q3 REDUCED 64.3% +8.4% ❌ 3,643 -6,551 -64.3% 0.58% $849K 2024-11-15 $223.21
2024 Q2 REDUCED — — — 10,194 -240 -2.3% 1.58% $2.1M 2024-08-14 $219.71
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q3 — sorted by position size

GLP Holdings LLLP 96.19% Prospect Hill Management, LLC 3Y 61.31% INDEPENDENT INVESTORS INC 3Y 7Y 58.28% Hoffman, Alan N Investment Management 3Y 54.14% OAKLAND FINANCIAL CORP 51.8% Circle Wealth Management, LLC 3Y 7Y 44.57% Jessup Wealth Management, Inc 3Y 34.52% FIDUCIARY FAMILY OFFICE, LLC 33.65% Mullaney, Keating & Wright, Inc. 33.17% Performance Wealth Partners, LLC 3Y 31.0%

FAQ About Harvest Investment Advisors, 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 Harvest Investment Advisors, LLC reported owning AAPL?

Harvest Investment Advisors, LLC reported AAPL across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported AAPL position in Harvest Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for AAPL was 1.58% in 2024 Q2.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q3, when Harvest Investment Advisors, LLC reported 3,218 shares, equal to 0.55% of portfolio, with an estimated market value of $1.1M.

What does the chart on this AAPL ownership page compare?

The chart compares Harvest Investment Advisors, 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.

How well did Harvest Investment Advisors, LLC time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, Harvest Investment Advisors, LLC correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on AAPL relative to SPY over the holding period was +2.5%.

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